Insurance JV’s – you retain the clients

Insurance JV’s – you retain the clients

Looking to acquire

Total Revenue : $

Licensee : Interprac

Number of advisers : 2

Number of support staff : 3

Year business founded : 2020

Total Clients :

Total FUM : $

Total premiums in force : $

We are currently setting up a joint venture and are looking to partner with financial planners who are keen to outsource the personal insurance section of their advice. You can choose between sharing in upfront and trail revenue or reducing the premiums for your clients. Ownership of the client remains with the referring adviser, so if you are looking to build a risk business but don't have the knowledge or just want to outsource the risk with your risk advice then send me an email or give me a call