An advisor is looking to purchase a client register with nil fees/commissions that is composed of a client base of corporate protection, investment or superannuation plans nationally
They are looking for clients who are spread across the following product providers and manufacturers:
| AMP | TAL | AIA | Onepath | Zurich |
| AXA | Comminsure | Colonial | MLC | Asteron |
| BT | Macquarie | Netwealth | HUB24 |
All negotiations are subject to a signed NDA.
This is an ideal opportunity for someone looking to sell a register which is currently not generating any income that has the potential to be worked for other income producing opportunities.
The buyers are willing to talk attractive terms for the purchase with an upfront investment, reasonable handover protocols and standard run off provisions for the right cultural fit.
They are prepared to consider a combination of
- an amount per policy
- plus a percentage of any FUM
For more information and a prompt introduction to the acquirer please register here for your complimentary reward and report, “8 things to consider when selling your business”. Call Jim Prigg on 0408 520 453 or drop us a line to jim@knowledgemaster.com.au