Gardening, the answer to a long life
Countdown begins to Towards Wellbeing conference

Opportunity to acquire substantial renewal book

There is an opportunity to acquire a longstanding respected business based in Northland with high level of diverse recurring revenue, two third from insurance business, and roughly one third from investment business. The investment fees are mainly derived from higher growth KiwiSaver funds. 

• Sole Adviser with office manager
• All records on X Plan – backed up on Cloud
• Risk persistency: 90% plus
• In-force premiums stable over last 5 years
• FUM growth over last 5 years
• Total annual recurring revenue $230,000

SECTOR and % of renewals
RISK                             29%
LEGACY                         2%
HEALTH                       39%
KIWISAVER                 19%
TOTAL                         100%

Excellent potential in the base – has been serviced but not sold to. Please call me if you would like to discuss the opportunity further. 



Feed You can follow this conversation by subscribing to the comment feed for this post.

The comments to this entry are closed.