Indexed Annuity Client Book for Sale

This listing is for an established book of indexed annuity clients. The business has grown through customer service and seminars. The client files are stored in an online database system. A significant portion of new business comes from existing client referrals. The client base presents opportunities for cross-selling diversified products. The business is commission-based, with clients averaging 72 years old and a net worth of $1.5MM. Revenue is primarily from annuities, with smaller portions from alternative investments and life insurance.