Career-Transition Partnership - For Financial Advisors Approaching Retirement

Alternate titles: Financial Advisor Retirement Transition Sell Your Book of Business Financial Advisor Succession Partnership Advisor Book Acquisition Location: United States (nationwide; in-person client continuity preferred in the advisor’s existing market) Engagement Type: Book acquisition or continuation partnership (structure is flexible: sale, earn-out, gradual transition, or reduced-role continuation). For advisors continuing in a reduced-role production capacity, the ongoing classification is W-2 Statutory Employee of National Life Group (Internal Revenue Code) 3121(d)(3)(B) — full-time life insurance salesperson classification, Form W-2 Box 13 "Statutory employee" checked with commission-based compensation. Pure book-sale structures without a continuation role do not involve an employment relationship About WealthBridge Financial Group WealthBridge Financial Group is a wealth management firm with over 175 years of history helping clients navigate life’s financial complexities with confidence and clarity. Our mission: To Do Good - in our communities and for the families we serve . We Are Change Navigators. Specialties: Premium Financing, Digital Marketing, CPA Alliances, Advanced Planning . We are expanding across Arizona. Backed by National Life Group (A+ AM Best); securities and investment advisory services through Equity Services, Inc. (FINRA/SIPC). People. Impact. Outcome. Who this is for: This is a conversation for financial advisors who are planning to retire, reduce their practice, or transition to a reduced-role capacity within the next 12-60 months, and who want a clear path for the continuity of their clients’ service after they step back. Typical candidates: Advisors 55-75 years old with an established book, no internal successor, and a desire to protect client relationships on exit. Practices with meaningful annual production looking for acquisition or earn-out. Advisors facing family or health transitions who need a credible continuity partner. Advisors whose captive firm does not offer a clean succession pathway. What WealthBridge provides Book acquisition or earn-out structures. Flexible deal structures - outright acquisition, multi-year earn-out, gradual transition, or a reduced-role continuation where you stay partially engaged on your terms. Client continuity. Your clients are served by WealthBridge advisors who already operate on a comprehensive planning framework (the 7 planning areas). Clients experience continuity, not disruption. Confidential valuation. We provide a book valuation based on product mix (life vs. annuity vs. advisory), persistency, trail economics, and AUM. Valuations use industry-standard methodologies referenced during the Discovery conversation. Legacy protection. Your client relationships carry forward under WealthBridge’s service standards. You remain named in ongoing communications during transition where appropriate. Optional reduced-role continuation. If you want to remain licensed and work a handful of longtime relationships while WealthBridge handles the rest, we can structure that. What we look for An established book of business (Life insurance, annuities, advisory, or a combination). Good compliance history - clean U4/U5 or a willingness to disclose and discuss. Client relationships where continuity of service would be welcomed. A realistic exit timeline (12-60 months is typical). The 4-step conversation Confidential exploration #J-18808-Ljbffr