MENU

A comprehensive guide to buying or selling a book of business

By Serge Therrien | March 26 2010 06:31PM

What is my business worth? That is a question many financial advisors are asking themselves without knowing where to find a clear answer. To help guide you, The Insurance and Investment Journal is pleased to present its annual Business Value Index.

This special report features valuation criteria and expert advice. Discover how the market measures the value of your life insurance and investment clienteles.

Whether you want to sell or acquire a block of business, borrow to support your growth or carry out a merger, inside this special report you will learn about the factors that influence the worth of a book of business. Using the index, you can also make changes now that will build the value of your business, whether you are planning to sell or buy in the near future, or many years from now.

Advertisement