Medicare blocks of business are the hardest to transfer and/or sell to another party due to contracting errors and compliance issues. Our team intimately knows these processes for each carrier & CMS guidelines.
Reasons agents are exiting the business today include lower commissions,
regulatory burdens, difficulties in cash flow, disability & death. Our process allows you to protect your agency while you exit over time or swiftly in the case of an emergency.
Get rewarded instantly by referring agents in need of our services. Any referral that results in a completed block of business sale generates $1,000 or 1% of the purchase price directly back to the referrer.
Your commissions become house accounts more often than you'd think. Our policy valuations, commission discovery & projections, combined with a legal Business Will keeps your revenue streams safe and secure.
In the case of an accident, death or disability, the process of transferring your agency to another party is very time sensitive. We have procedures in place to act fast and implement the proper course of action.
HOW IT WORKS
These packages + systems may not apply to you. Continue below.
Initial Meeting + Sneak Peak Valuation
GET TO KNOW YOU MEETING
CONFIDENTIALITY AGREEMENTS ARE SIGNED
SEND OVER LIMITED
RECEIVE 'SNEAK PEAK'
Business Valuation + Implementation
PLANNING MEETING + $2500 REFUNDABLE DEPOSIT
SEND OVER ALL
LOST COMMISSIONS &
CONTRACT ERRORS FOUND
RECEIVE TRUE + FULL
$2,000 of this deposit is usually refunded in phase 3 below, & protects the auditor from process abandonment.
Additional Needs Met
PUT 'BUSINESS WILL' IN PLACE DUE TO FINDINGS
PART-TIME MGMT OR LICENSE CHANGES NEEDED?
SELL YOUR AGENCY NOW OR AFTER AN EMERGENCY
Build a better
Our individual services can be customized to your agency needs, which will ensure your policy revenue will always stay in the right hands.
INDIVIDUAL MEDICARE AGENCY SERVICES
80% of Medicare Agents have contracting errors which prevent a safe transfer of commissions after a sale or death, leaving you with nothing.
Are you contracted as an agency?
MEDICARE BUSINESS WILL
We will help you put your succession documents in place, which will align with Medicare compliance. Your policies will become house accounts without this step.
PART TIME MANAGEMENT
Usually paired with a succession agreement or Business Will, this service will help you analyze your next steps.
Based on our knowledge of commission payouts due to length of time, natural depreciation & persistency loss, we can show you where your business may be in the future.
For those who aren't yet ready to retire, but don't want to work full time- We offer partial management strategies that still provide a majority of commissions to you or the owner.
BLOCK PURCHASES | FULL MGMT
We purchase & service blocks at a fair, negotiated price. All legal paperwork will be provided by our attorney. Several payment options are available.
Not ready to call,
We provide life and health agents with a (1) hour continuing education course which summarizes these processes. Our presentations take place throughout the state based on demand. If you have a network or agent group who would like a private educational training, please contact us directly to coordinate.