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Confidentiality Agreement
Do you need to sign a Confidentiality Agreement (CA Form) to assist your broker ?
CA Form- ID Ref 4093
- Suburb Brisbane
- State QLD
- Status Sold
Business Description
INSURANCE AGENCY / CLIENT BOOK – GENERAL AND LIFEDue to retirement of the two Owners this Insurance Agency is being offered as a going concern.
With home-based operators in Brisbane and the Gold Coast this Agency services over 400 Clients per annum in South East Queensland and Northern NSW.
This Agency has long-standing relationships with several reputable insurers and can offer their Clients a wide range of policies and insurance products.
This business will suit either an individual from the industry looking to get into their own Agency or an existing business looking to take on additional Clients. It may also be a valuable addition to a Financial Advisory looking to diversify into General and Life Risk Insurance.
The Owners are willing to assist a suitably experienced Buyer wanting to obtain their Financial Services License for a period of up to six months.
Business Snapshot:
* Total number of Clients 400+
* Number of Companies Represented 10
* Number of Consultants 2
* Total hours per week 30
Included in the sale are all Client lists, details of policies, documentation, etc. plus comprehensive assistance with handover including personal introduction to Clients as required.
Asking price: $275,000
To find out more information about this business, please complete the confidentiality agreement quoting reference number: 4093
https://absbusinesssales.com.au/confidentiality-agreement
Broker: Ian MacPherson| E: ian@absbrisbane.com| P: 0410 446 127
Business Features / Snapshot
Price: SOLDTrial: no
Your Business Broker
Ian MacPherson
- Phone: 07 3368 4010
- Mobile: 0410 446 127
- Profile: view profile
Business Links / Tools
Business Location
Brisbane, Queensland 4001
