Business Insurance & Retirement Plans  
  Individual Insurance & Financial Planning  
Is it your time to MAKE A CHANGE for the better? 

Agency Acquisition
We take your business as seriously as you do.

If you’re an independent agent or small insurance agency, you might be getting ready to retire, or sell your business. Perhaps industry dynamics, regulations, and laws may have made it difficult for your business to thrive. Whatever your reason for leaving the industry, you want to be sure that your clients are taken care of, and your business legacy is maintained.

When you're ready make a change for the better and transition out of your business, partner with Unison.

At Unison, we take your business as seriously as you do. We’ll take excellent care of your clients and maintain the high standards of service and care that you expect from an industry leader. Our company focuses on employee benefits and employer sponsored retirement plans for large and small companies, and we can help you if you’re in any of the following situations:

You're ready to retire.
When you’ve built a business from the ground-up, choosing to leave is hard. Retirement isn’t always an easy decision. At Unison, we know that your legacy is important, and we work hard to maintain the standards of business that you created. In addition, we’ll make sure that you get the most for your sweat-equity. Unison offers top-dollar for your agency, in convenient payment options, at a transition pace you choose. Even more important, you’ll be able to rest easy knowing that Unison will take good care of your clients, and your reputation. 		 

Your agency is bogged down dealing with employee benefits.
If you’re a small agency, or independent agent, you might not be equipped to deal with the complexities and service issues that accompany small and large group benefits. Perhaps dealing with these groups is too time-consuming and taking away from the other areas of your business. If you want to sell part of your business, partner with Unison: we'll take the blocks of your business that weigh your agency down. As a partner, we’re invested in your success. When we work together, your obstacles are removed, your clients will benefit and your business will move forward.

You want to transition out of your business gradually.
Maybe you’re at a point that you’re thinking of retirement (or selling your business) but you’re not quite ready to take that step. Unison can help you develop and execute an exit strategy that's convenient and easy for both you and your clients. When you work with Unison through a transition, you get a patient partner who respects your interests, values your relationship, and cares about the welfare of your business and clients.

When you’re ready to sell your book of business, Unison is ready to help you.

At Unison you can expect:
•    Top dollar for your individual health, group benefit, and retirement plans.
•    Flexible payment options to best suit your needs.
•    Experience in agency acquisition making it easy for you and your clients.
•    Top quality service for your customers.
•    A reputable and financially sound organization with cutting edge technology.

Unison has helped a number of agents just like you make a change for the better.  Click here to read more about some of the agents we have worked with in the past. 

Learn more about Unison and opportunities for selling your book of business:
If you find yourself in any of the situations above (or would like to discuss your unique circumstances), please contact Gary Wert at 952.345.2301 or send him an email. We look forward to talking about the future with you.

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