How to Retire Gradually Using the Hybrid Model

May 28, 2024

Thinking about retiring in the next 2-3 years? One option is the "hybrid model." It allows you to sell your book of business while continuing to sell new policies. It's a great option for agents who…

12 Exit Planning FAQs: Money, Options, Timing, & More

January 30, 2024

Over the last few years, we've helped over 30 agents retire by purchasing their book of business and servicing their customers. As you can imagine, there are a lot of questions during this time, so…

Selling Your Medicare Book of Business: An Interview with Debbie Deane

December 12, 2023

Debbie Deane is next up in our video series on agents who have sold their book of business to us. Debbie is a great agent out of Virginia who has become a good friend. Some of her book was in…

Selling Your Medicare Book of Business: An Interview with Steve Cooke

December 4, 2023

We're excited to continue our Succession Planning video series with Steve Cooke, an agent from South Bend, Indiana who sold his book of business to us in just 18 days.

Selling Your Medicare Book of Business: An Interview with Dianne Phillips

November 21, 2023

As you may already know, we've kicked off a series of short videos showcasing recent acquisitions over the last few months, some maybe in the last couple of years. These are agents ready to retire or…

Selling Your Medicare Book of Business: An Interview with Violet Taul

November 14, 2023

Hey, guys! This is John Hockaday. We've launched a series of short videos discussing recent acquisitions over the last few months and even a couple of years.

Selling Your Medicare Book of Business: An Interview with Dan McBrayer

November 7, 2023

We are excited to present a new video series where John Hockaday interviews agents who have recently sold their book of business. You will gain insights into their decision-making process as well as…

6 Practical Ways to Increase Value in Your Insurance Business

April 17, 2023

Agents who want to retire in the next couple of years ask us all the time: "What should I be doing now to bring more value to my book of business?"

5 Reasons to Sell Your Medicare Business to Your FMO

February 28, 2023

When you start thinking about retiring, selling your book of business is one of the best perpetuation plans. You get paid on the valuable asset you've built, and if you choose the right buyer, your…

The Best (and Worst) Times of Year to Sell Your Insurance Business

January 16, 2023

Thinking about selling your book of business? The time of year can have a huge impact on how smooth the sale goes, especially for agents who have Medicare Advantage or Part D drug plans in their…