Rare Opportunity: Personal Insurance Book

26 days ago

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Summary

Rare Opportunity: Personal Insurance Book

About the Business

Are you seeking a valuable business asset to enhance your portfolio? Consider acquiring this established personal insurance book, situated near the vibrant city of Newcastle, New South Wales.

Here's why this offering stands out:

• This is an extremely rare opportunity; these books do not come to the market often.
• Proven Track Record: With a tenure of 2.5 years, this insurance book has consistently generated revenue, demonstrating its reliability and profitability.
• Low Clawback Percentage: Noteworthy for its remarkably low percentage of clawbacks, this insurance book reflects its commitment to quality service and client satisfaction.
• Low maintenance: limited involvement from the current owner. There is potential to ramp up the client numbers to continue to grow the trailing commission.
• Prime Location Flexibility: While currently situated near Newcastle, this insurance book can be easily relocated to any desired location, offering flexibility and convenience to the new owner.
• Transitioning from the current Australian Financial Services Licence (AFSL) to the buyer's AFSL will be smooth and uncomplicated, ensuring a seamless handover of operations.

Whether you're an experienced industry professional seeking to expand your portfolio or an entrepreneur looking for a lucrative investment opportunity, this insurance book offers stability, growth potential, and profitability. The buyer will need to be included on the register of financial planners.

Don't miss out on this very rare chance to acquire a valuable business asset. Inquire now to learn more about acquiring this established insurance book with an easy AFSL transition.

Please note that certain business details are confidential, subject to a Confidentiality Agreement, and at the discretion of the broker. Stock photos may be used to represent the business on an undisclosed basis.

To learn more, contact Paul Smith at 0420 550 433.

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