WFG Capital Advisors LP and Insurance Transitions, www.InsuranceTransitions.com, are forming a strategic partnership to create and launch an on-line succession planning program for insurance practitioners.
Insurance Transitions provides a central marketplace for independent insurance professionals to buy and sell their books of business. Insurance Transitions offers a complete, turn-key package which includes very low commission rates (7 percent, split equally between buyer and seller), a confidential, nationwide listing system, automatic notification of new listings, highly detailed form contracts, closing/escrow services, and personalized guidance.
Insurance practitioners who want to buy or sell a practice will have access to WFG’s practice valuations and professional guidance on larger and more complex transactions.
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