Online Trust Platform
Ocean County, NJ

Financing: $350,000.00 Down and Balance over 72 months @5% interest

Reason for Selling:retirement

*The E Trust Online business platform has been mostly inactive for the past few years due to the seller's health issues. The numbers in the profile are projected and the seller makes no gross or net income representations for recent years. The business value is not based on any projected or historical financials but on the value of the trust platform to create for a buyer who can build the platform out nationally.* 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 website, 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 a 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. This is an asset sale of the intellectual property, source codes, and manuals, etc of the E Trust Online Platform. The seller makes no net income representations. Contact Broker Joseph Stansky at 631-383-3109 for more details.

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