Succession Planning Services

ePlatinumHealth has the experience and knowledge to lead you to be a successful agent. Our Medicare agency will help protect your revenue and client work.

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Our Services

Secure Commissions

Our policy commissions along with a Business Will keeps your revenue safe and secure.

Sell or Transfer

Our team knows the proceedure for each carrier and CMS guidelines to be able to transfer and sell Medicare blocks of business.

Leave Assistance

Our agency is protected even after agents leave due to burdens or disability. Our agency will still stand strong.

Referral Program

Any agent referral in need of our services, with a completed block of business sale, generates $1,000 or 1% of the purchase price.

Emergency Transfer

Proceedures are in place to act fast, and with the proper course of action, to transfer agency to another party in case of an accident, death or disability.

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How does it work?

There are 3 phases that we will follow:

  1. Initial Meeting & Sneak Peak Valuation
    • Getting-to-know-you meeting
    • Signing confidentiality agreements
    • View of limited data policy
    • Receive sneak peek valuation
  2. Business Valuation & Implementation
    • Planning meeting
    • View of all policy data
    • Find lost commissions and contract errors
    • Receive full valuation
  3. Additional Needs Met
    • Put Business Will in place
    • Change to management or licenses is needed
    • Sell agency now or after emergency
    • Accept or negotiate offer
    • Access to capital
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Individual Medicare Agency Services

Contracted Agency
Ensures safe transfer of commissions without errors.

Business Valuations
To help you analyze your next steps.

Projected Commissions
We can show you where you business may be in the future.

Business Will
To put our succession documents in place and comply with Medicare policies.

Part Time Work
We offer strategies for those who are not ready to retire.

Block Purchases
Several payment options with legal paperwork provided to purchase and service blocks.

Want more information? Please feel free to contact us!

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