Buying or Selling a Book of Business

Below you will find articles written by LSM Insurance designed to be a resource for brokers looking to buy or sell their book of business. The information comes from Cameron Jacox and James Hilton, managing partners of Jacox-Hilton Producer Consulting. We hope you’ll find these resources helpful and the wealth of knowledge presented here expansive.

Posts on Buying or Selling a Book of Business

• How to Tell a Book of Gold from a Book of Coal

  03/26/2012

  There are still opportunities in a book that has been churned Photo by Shirley Buxton One of the key questions all advisors in the market for a book of business are wondering in one way or another is how to … Continue reading →

• Why a Traditional Book Valuation is Not Enough

  03/16/2012

  Discover why traditional valuation is not enough. Photo by Drew Herron The widely accepted and so-called "traditional" method of valuing a life insurance book of business favours buyers. Downplaying the value of a book has led not to a buyers … Continue reading →

• How to Maximize Your Return on Investment After Buying an Insurance Business

  03/13/2012

  You can give clients better options that they may not be aware of. Photo by Joe Hall LSM Insurance and the book valuation experts at Jacox-Hilton Corporation have taken you through the purchase of a book of business, but the … Continue reading →

• The Market for Life Insurance and Investment Books

  03/11/2012

  Buyers and sellers are equally older and younger advisors. Photo by Lin Mei If you are an advisor looking to buy or sell a book of business, the market for investment books determines whether or not you'll be able to … Continue reading →

• Using Valuation to Maximize the Sale

  03/10/2012

  There are five aspects of book valuation. Photo by David Goehring Valuation is an integral part of determining the value of a book of insurance business. Cameron Jacox and James Hilton, managing partners at Jacox-Hilton, a software and consulting services … Continue reading →

• Estate Planning: Valuing Your Book and Finding a Buyer Today

  03/10/2012

  Most advisors estate plan with insurance. Photo by Joe Hall Selling a book of business is most often an integral part of estate planning for advisors nearing retirement. "I think most advisors, because it's their job to do estate planning … Continue reading →

• How to Increase the Value of Your Book Before You Sell It

  02/09/2012

  There are things you can do to increase the value of your book. Photo by Christian Birmele Those advisors who wish to move on from the insurance business and are in need of a successor will be looking to sell … Continue reading →

• Strategies for Maximizing the Value of Your MGA

  01/24/2012

  What it takes to strengthen the value of your MGA Photo by Lin Mei When assessing the value of your MGA, don't expect the same level of consistency as you would when assessing a bottle of wine: neither individual books … Continue reading →

• How to Find the Right Book of Business to Buy and How to Maximize It

  01/03/2012

  How to maximize the opportunities in a new book of business. A great New Year's resolution insurance brokers often make is to grow their business. They can do this rather quickly by acquiring books of business from other brokers who … Continue reading →

• How to Sell Your Book of Business

  12/22/2011

  Tips for selling your book of business when the time comes. Photo by Lin Mei As insurance and investment advisors reach retirement age, they start thinking about divesting their books of business and selling it to the next advisor who … Continue reading →

Posted by Chantal Marr.

Chantal Marr is a member of the Independent Financial Brokers of Canada.
Much of her success stems from her ability to listen to her clients' needs.
Read Chantal's background.