Contact valuation tool

value your book @ Now

By submitting this information, we can provide an estimate of the Fair Market Value (FMV) of your book - critical in succession planning - as well as the potential and size for transitional bonus.

Note: all submissions are 100% confidential.

While a basic estimate will be provided, more in-depth discussions will involve an NDA (non-disclosure agreement).

Name Personal E-mail Phone (Cell) What financial distribution model are you part of?
What are your greatest pain points currently (select all that apply):
Support - product
Support - marketing
Direction of the firm
Ownership group
Succession issues
Proprietary products
What is your book's current AUM
Are you willing to consider dropping your MFDA/IIROC license?
What is your age range? What is your average annual insurance FYC (First Year Commission) What is your current life insurance bonus/override? If you're open to considering a move/transition, what would be your ideal timeline? Relationships with clients are key. What % of your book do you have AAA relationships with? Please provide any useful contextual information: Submit