Are you curious about how much your book of business is worth? Join John Hockaday of New Horizons as well as Matt Nohl and David Emerton of ACCESS Capital Group for a full primer on valuations.
❓ Q&A Session Begins at 36:18 ❓
Do you buy books of business primarily made of term policies?: 36:27
How do you value a book of business that's 25% Med Supp and 75% Annuity?: 36:40
Do you charge a fee to do a valuation?: 39:00
Do you have any kind of buyout program that's not a lump sum upfront?: 41:52
How many years of commissions do you put into the valuation?: 45:50
On MAPD policies sold, does the agent have to keep recertifying each year?: 46:57
Does ACCESS Capital work with other Integrity partners? 48:16
Do intangibles factor into the valuation, such as having a CRM with lots of notes and a great referral stream?: 49:38
Is there a certain time of year that's good to sell your business?: 51:16
Conclusion & Session 2 information: 44:10-45:49