FINANCIAL ASSET MANAGEMENT COMPANY FOR SALE
Seller:
Attn:
Sandra Dunn
Location:
Tallahassee, FL, USA
Listing Number:
"mb962"
Overview of the Business:
Financial Asset Management Company needs Partner or new Owner with Financial Insurance Profits to join this leading company. Established 1969, current Owner's expertise has created a long, profitable growth record in the financial services sector. Services include: Seminar/Workshops, Estate Planning, Retirement, Long Term Care, Variable Annuities, Mutual Funds, & other financial products available under Series Six License & Health Savings Accounts, encompassing a variety of companies. Excellent Company offerings include: Alliance Life Insurance Company of North America; Zurich & Chase Life & now Pension Benefits through the VA! Owner is a member of BISYS: an agency with 238,000 independent brokers that represent over 200 companies. Their goal is to create financial solutions & provide an extraordinary amount of personal service. They strongly believe that by educating their clients, they can be well-informed participants in their personal financial planning process. They determine clients financial & personal goals, & help them create a strategy designed to help achieve those goals. Services offered include: Equity Indexed Annuities: 50% Variable Annuities: 20% Universal & Term Life Insurance: 10% Long Term Care: 10% Mutual Funds: 7% Livings Trust: 3%. Call for additional information. This company boasts an excellent profit ratio basis & has a broad range of clientele primarily in Florida, but has attained licensing in NC & TX. Owner will provide some financing. Terms will depend on the structure Contact now for more information.
Property Features and Assets:
Located in the State Capital, Tallahassee, North Florida in a 2,000 square foot free standing comfortable office building. This company was originally established in Charlotte, NC for the Million Dollar Round Table, the first year in business & later moved & incorporated in 1981 in Tallahassee.
Market Competition and Expansion:
No concerns with regards to competition.
Additional Details:
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