Financial Planning Agency Specializing in Life Insurance and Annuities - Mission, TX

This listing presents a well-established Financial Planning Agency located in Mission, TX, specializing in life insurance and annuities for estate planning purposes. The business boasts a substantial client base of over 2000 individuals and handles approximately 60 trust setups annually, with an 85% focus on annuities and 15% on life insurance policies. The current owner operates the business with minimal involvement, working only about 15 hours per week, and generates a net income exceeding $400,000. The sale includes outstanding support and training to ensure a smooth transition for the new owner. Three years of tax returns are available to validate the asking price. The seller is offering nearly 100% seller financing, with a requirement for a local buyer. This represents a significant opportunity for an individual seeking a profitable, established business in the financial services sector.