Medicare Book of Business For Sale in Phoenix, AZ

A Medicare Book of Business represents a valuable asset for insurance professionals planning for retirement or considering succession. Selling your Medicare Book of Business to an expert partner like KoruWealth ensures continuity of client care, financial compensation, and a seamless transition into retirement or a career change.

KoruWealth offers flexible arrangements where we acquire and fully service your existing Medicare Book of Business, and if you so chose, can continue selling without the burden of ongoing client management.

By partnering with KoruWealth, agents gain peace of mind, maximize their business’s value, and confidently focus on their future goals.

What to Expect During Your Succession Planning Call

During your consultation, Willi will ask targeted questions to understand your business thoroughly. This helps him develop a succession plan tailored to your specific situation. Here’s what you might discuss:

Business Foundation

What Medicare products comprise your portfolio (Medicare Advantage, Medicare Supplements, Part D, etc.)
Which insurance carriers you represent
Your current upline relationships and FMO/IMO structure

Market Presence

Your geographic service areas
Client communication strategy and frequency
Client relationship management approach

Performance Metrics

Business performance trends over the past three years
Annual enrollment period (AEP) results
Client retention rates

Vision and Goals

Your timeline for transition
Desired level of ongoing involvement
Financial expectations from the succession arrangement

Remember, this conversation is about understanding your unique business model—there are no “right” or “wrong” answers. The goal is to create a succession strategy that honors what you’ve built while securing your future interests.

Selling Your Medicare Book of Business in Phoenix, AZ: When Is the Right Time?

Who Should Consider Selling Their Medicare Book of Business?

Age isn’t the only factor when contemplating the sale of your Medicare client portfolio. Here are several scenarios that might signal it’s time to explore your options:

Career transitions: You might be mid-career at 45, but ready to pursue different professional opportunities.
Relocation plans: If you’re moving to another region of the country, monetizing your established Phoenix client base could be financially advantageous.
Health considerations: A recent diagnosis might necessitate stepping back from the demands of running your Medicare practice.
Technology fatigue: The continuous evolution of industry software and digital requirements can be overwhelming—selling provides a clean exit without the ongoing tech investment.
Declining revenue: If your commission income is decreasing year-over-year, selling now could secure a higher valuation than waiting until your book further depreciates.
Diminished engagement: When you find yourself no longer actively servicing clients, it’s critical to sell before client attrition erodes your book’s value.
Retirement planning: Many agents sell their Medicare book to fund retirement while ensuring clients remain well-served, with structured payment options providing consistent income similar to pension arrangements.

Whether you’re seeking an immediate exit or planning several years ahead, we recommend scheduling your complimentary discovery call today. The succession planning process typically requires more time than anticipated, and early preparation ensures optimal outcomes for both you and your clients.

Who is KoruWealth?

Willi Olsen is the founder of Koru Wealth in Phoenix, AZ, where he lives with his family. With over 15 years of experience in the insurance industry, Willi brings specialized expertise to the Medicare book succession process. He has successfully led multiple insurance book acquisitions, positioning him as Phoenix’s trusted advisor for agents seeking professional succession planning solutions.

Selling Your Medicare Book of Business in Phoenix, AZ: Schedule Your Consultation Today

Your personalized succession planning consultation with Willi Olsen can be scheduled directly through his online calendar. Simply select a convenient 15-minute time slot that fits your schedule using the booking system below.

Whether you’re planning for retirement, considering a career change, or exploring your options, this confidential consultation is the perfect first step toward maximizing the value of your Medicare book of business in the Phoenix area.

Schedule A Meeting with Willi

Contact Willi Olsen today for a confidential, no-obligation discovery call to understand your options and the true value of what you’ve built. Your Medicare book of business might be worth more than you think.