Question
Writing a business plan for an SBA loan to purchase my health insurance block of business. Help!?
Hello, I have the opportunity to purchase my block of business from my agency for slightly less than 1X annual commissions. I just have a few questions for the other brokers/agents out there.... Are you aware of any sources to get industry reports, such as average broker client rentention - I am at 98%, I think the average is at 85%, but I need third party data?
8 months ago - 3 answers
Best Answer
Chosen by Asker
Contact the National Alliance for Insurance Education and Research at www ... If they don't have the information, they can probably direct you to the right organization or person who does. In terms of writing a business plan, there are plenty of software programs and books available to assist you with this and the National Alliance can also provide some resources on this. Good Luck on getting your SBA funding and congratulations on your new Agency.
Source(s)
Certified Insurance Counselor, Licensed Insurance Agent & Broker (Property Casualty, Life & Health & Surplus Lines Licenses)
by Margarita D
8 months ago
Asker's Rating: 
Other Answers
The best way to write a business plan is to get an attorney who specializes in contracts to write it for you. It might cost you $1200-$1500, but it will be what you want.
by james m- 8 months ago
Dear , I will recommend you financeme ... Regards,
by Sandy- 8 months ago