WFG Capital Advisors LP, Insurance Transitions Form Strategic Alliance

September 6, 2002

WFG Capital Advisors LP and Insurance Transitions,, 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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