Online Trust Platform - 34340

Financing

$350,000 Down and Balance over 72 months @5% interest

Business Description

Proven proprietary online e-learning Trust Planning platform will transform anyone into a Trust Planning PROFESSIONAL. Perfect for Accountants, Financial Planners, Insurance Agents, Bankers, Attorneys, and Executives. Creator/seller is renowned PHD in finance, trust/tax expert & professor (built Primerica for Jamie Dimon). Seller will build your own branded and personalized web site, where you recruit from the 1.3m plus pool of dormant licensed insurance agents. They will be reformatted into Executive Trust Officers (ETOs). ETOs produced $252,000 of commission revenue (pre- pandemic). Owner provides support and retains 40% and distributes 60% of revenue. Everything in place for the Practitioner/ETO: personalized web site, personalized recruiting seminars, e-mail brochures, specific market pieces and ongoing consulting with seller, etc. Case design templates , etc. Full array of tools. Seller will recruit and train your first 6 ETOs to build out your marketing force. Huge opportunity in the world of finance. The model scales nationally, as it is based on the US Tax Code allowing the buyer to build an unlimited marketing force across the nation, with a structured playbook and an array of branded -digital tools and the only e-learning platform that makes this possible. Colleges have used this platform for finance course credit to students. Added value to the platform are African American leaders who see the platform as an opportunity to close the economic inequality gap, by teaching tens of thousands of African Americans Financial Literacy as part of educational reparations. Funding is in place. A full prospectus and sample charitable trust plan is available to qualified buyers. Profile numbers are projected on a 10 member ETO sales, force. Proof of funds of $350k and relevant business background is required for a call with the owner to provide more details on the opportunity/ platform. Contact Broker Joseph Stansky for more details.

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Disclaimer: The financial information in this business listing has been provided by the Seller. Vested Business Brokers, Ltd. (VBB) has not independently verified this information. Therefore, we make no claims as to the accuracy of this financial summary. Vested recommends that you consult with an accountant, attorney and/or other professionals to represent and assist you in any business transaction. One of our associate brokers will arrange a meeting between you, your representatives, and the Seller, but they are not authorized to make any representations or warranties on behalf of the seller or VBB. You agree to hold Vested Business Brokers and its associated brokers harmless for any misrepresentations made by seller.