Are you thinking about selling your book of Medicare business?
Many professionals who have had a change of priorities or circumstances have looked to Kevin Leinum of Capstone Services for their succession planning.
One of my primary concerns during this transition is to maintain and, where possible, enhance the level of service that your clients have come to expect. I understand that trust and satisfaction are critical components of client retention in the insurance industry. Therefore, I am committed to providing a seamless and reassuring transition for your clients, minimizing any disruptions and maintaining continuity of service.
Financially, I am prepared to offer a competitive price for your Medicare book of business. The valuation will be based on the quality and stability of the business, taking into account factors such as client loyalty, renewal rates, and overall profitability. I am open to negotiating terms that fairly reflect the value you have built over the years and that align with the market standards.
I believe that this acquisition can be structured in a way that benefits both parties. I am enthusiastic about the opportunity to discuss this further and explore how we can achieve a mutually beneficial agreement. Please let me know a convenient time for us to meet or have a detailed discussion over the phone. I look forward to the possibility of working together and making this transition as smooth and rewarding as possible for everyone involved. Thank you for considering my interest in your Medicare book of business.
ADDRESS
8144 La Mesa Blvd
La Mesa, Ca. 91942
PHONE
(619) 886-5665
We do not offer every plan available in your area. Currently, we represent 8 organizations which offer 75 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Assistance Program (SHIP) to get information on all of your options. This is a proprietary website and is not associated, endorsed, or authorized by the Social Security Administration, the Department of Health and Human Services or the Center for Medicare and Medicaid Services. This site contains decision-support content and information about Medicare, services related to Medicare and services for people with Medicare. If you would like to find more information about the Medicare program, please visit the Official U.S. Government Site for People with Medicare located at http://www.medicare.gov.