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

  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 tell the difference between a book to stay away from a book that's worth buying?

• Why a Traditional Book Valuation is Not Enough

  03/16/2012

  When i comes to valuing a book of business, the traditional method of book valuation really favors the buyer.

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

  03/13/2012

  So far LSM Insurance and the book valuation experts at Jacox-Hilton Producer Consulting have taken you through the purchase of a book of business, but the question becomes, what do you do with the book once you have it?

• The Market for Life Insurance and Investment Books

  03/11/2012

  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 find a book to buy at all, or what you can expect to sell your book for.

• Using Valuation to Maximize the Sale

  03/10/2012

  Valuation is an integral part of determining the value of a book of business and Cameron Jacox and James Hilton, managing partners at Jacox-Hilton Producer Consulting, will tell you that they conduct a book valuation based on five points of criteria.

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

  03/10/2012

  Selling a book of business is most often an integral part of estate planning for many advisors nearing retirement and since many advisors are familiar with helping others with estate planning through the sale of life insurance, you can bet that they will absolutely be on top of this for themselves.

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

  02/09/2012

  Those advisors who wish to move on from the insurance business and are in need of a successor will be looking to sell their book of business.

• Strategies for Maximizing the Value of Your MGA

  01/24/2012

  Regulation, succession and attrition affect the value of your MGA over time. Thus, you can't assume that things will be the same as they have been when evaluating it.

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

  01/03/2012

  A great New Year's resolution insurance brokers often make is to grow their business.

• How to Sell Your Book of Business

  12/22/2011

  Cameron D. Jacox and James E.C. Hilton, managing partners of Jacox-Hilton Producer Consulting, offer advice on how to sell your book of business when the time comes.

Written 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.