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Buying of insurance books

12 June 2017Michelle Schreuder

Listed below are contact persons of companies/brokerages who are interested in BUYINGvarious types of books.  If you are interested in sellingyour book, please contact the persons below.

(If you would like to list your information please send an e-mail to info@fanews.co.za)


 

Type of business: Financial Advisory Firm doing Long term Assurance, Investment/Portfolio Management, Stockbroking.
Region: All
Contact Person: Claude Chantler Contact email: claude.chantler@psg.co.za

 


We are currently in the Financial  Services Industry with our core area of focus on Health care, and we are looking at acquiring small to medium sized ,medical aid and gap cover books, with the following insurers.

1. Discovery Health

2. Momentum Health

3. Stratum benefits

4. Turnberry 

We would like to purchase books outright alternatively partner with the brokers with a succession plan in place based on the value of the book. 

We are able to manage clients in the Greater KZN and GAUTENG AREA , these client bases would be ideal from a client servicing perspective. 

Contact person would be : Mohammed Bux

Contact number : 087 150 9798 - 072 299 1909

Email-  mbux@zensuregroup.com


Type of business: Broker Book (Life, Short term, Healthcare and Investments)
Region: Gauteng
Contact Person: Adv Ryan Hare
Contact E-mail:rh@hkv.co.za


We represent an established independent short-term insurance broker, established for over 40 years.

We are looking to acquire short-term insurance portfolios with premium revenues up to R150m in the main South African metropolitan areas.

Please get in touch with Mike Fresen at Modus Advisory mike.fresen@modusadvisory.co.za or cell 0788172268.


 

WANTED: SHORT TERM INSURANCE BOOK

We are currently in the financial services industry & would like to acquire a short-term insurance book.

The ideal location should be in the Mpumalanga region, however other regions will also be considered.
Type of business: Short term insurance – Personal lines & Commercial (does not have to be both)
Region: Mpumalanga / Nelspruit
Contact Person: Sue-Ellen Gower
Contact E-mail: sti@escarpia.co.za OR suegower27@gmail.com 


 

Type of business: Short term – Domestic & Commercial
Region: Eastern Cape / Port Elizabeth
Contact Person: Anette Joubert
Contact E-mail: anettejjoubert@gmail.com


We are currently in the financial services industry and we are looking at acquiring Short Term Insurance brokerages or books as well as investment brokerages or books, buy-out structure will be suited to your needs. We would like to purchase outright or alternatively partner with the brokers with a succession plan in place based on the value of the book.

We are able to manage clients in the Greater NW and GAUTENG AREA , so those client bases would be ideal.
Contact : MARCIUS Van Antwerp
Contact number : 083 718 9325
Contact email : marcius@fincorefinancial.co.za


 

Type of business: Short-term – Domestic & Commercial  
Region: Gauteng:  JHB
Contact Person: Annelie Bendall Contact Click here to email


We are currently in the financial services industry and we are looking at acquiring  Short Term Insurance brokerages or books, buy-out structure will be suited to your needs. We would like to purchase outright or alternatively partner with the brokers with a succession plan in place based on the value of the book. 

We are able to manage clients in the Greater KZN and GAUTENG AREA , so those client bases would be ideal.

Contact : Michael Daniel
Contact number : 083 454 9984
Contact email : mike@phruit.co.za


We are currently in the financial services industry and we are looking at acquiring short-term insurance books.

Any Region
Angelo Cornelesen - Click here to email


 We are looking to buyshort term insurance books, contact person is myself on the details below

We will look nation wide but they must earn over R250k pm in commission for consideration or collect over R2m pm in premium.  Click here to e-mail.

Michael Robinson 
General Manager
Barton financial services
Cell: 072 192 4952 / Skype : Michael.Robinson_za 

 


Looking for Short Term Insurance brokerages or books, buy-out structure will be suited to your needs | Gauteng, KZN and National | Jonathan Levey | jonathan@kpcfin.co.za 073-204-5392


Type of Busines:  Healthcare / Medical Aid
Region:
Gauteng
Contact Person:
Zelma le Roux - Click here to email


Type of Business: Short Term Insurance Brokers
Region: Gauteng
Contact Person: Dennis van Rensburg Click here to e-mail


Type of Business:Medical aid book 
Region: Any region
Contact Person: Ingrid  Click here to e-mail


Type of business: Broker House specialising in Financial Planning, Investments and Wealth management, Healthcare, Short-term and Employee Benefits (we would be interested in purchasing short-term / healthcare and investment books in the Eastern and Western Cape)

Region: Eastern Cape
Contact Person: Rob Lansdell Click here to e-mail


Type of book: Short-term - Area Gauteng
Contact: Judy van Freden Click here to email

Type of book: Short-term - Area Western Cape
Contact: Melanie Grobler Click here to e-mail

Type of book: Investment - Area All provinces
Contact: Mr Alex Cook Click here to e-mail

Type of book:Short-term - Area All provinces
Contact: Mr Dion Van Schoor Click here to e-mail

Type of book: Short-term – Durban
Contact Willem Coetzee Click here to email

Type of book: Investments - Area Western Cape
Contact: Mr Rudolph Van Eck Click here to e-mail

Type of book: Short-term - Area Gauteng
Contact: Mrs Jackie Pratt Click here to e-mail

Type of book: Investment - Area Gauteng & Kwazulu-Natal
Contact: Mr Kevin Murray Click here to e-mail

Type of book: Short-term - Area Kwazula- Natal
Contact: Mr Gideon van der Merwe Click here to e-mail

Type of book: Life - Area Eastern Cape
Contact: Mr Irvan Samuels Click here to e-mail

Type of book: Short-term - Western Cape
Contact: Mary Germaine Click here to e-mail

Type of books: Medical Aid / Short-Term (Personal & Commercial) / Employee Benefits (Pension/Provident funds and allied) - Preferably in Gauteng, but will look at portfolios in other parts of the country
Contact: Peter Cut  Click here to e-mail

Type of Book: Healthcare (medical aid) - All provinces
Optivest Health Services (FSB 13475)
Contact: W Coetzer Click here to e-mail

Type of book: Short-term - Gauteng & Limpopo
Contract: Tumisang Masimula Click here to e-mail

Type of book: Short-term - Nelspruit
Contact Elsie Click here to e-mail

Type of book: Short-term - Durban
With a premium income of between R200,000 and R300,000 monthly.
Contact: Grant Carter Click here to e-mail

Type of book: Short-term - Western Cape
Contact: Natasha Martin Click here to e-mail

Type of book: Life - Gauteng
Contact: David Pohl Click hereto e-mail

Type of book: All - Western  Cape
Contact: Tim Jones Click here to e-mail

Type of book: Short-term Area Pretoria
Contact: Vincent Marincowitz ( Snr ) Click here to e-mail

Type of book: All types All areas
Contact: Gideon Raath Click here to e-mail

Type of Book: Linked Investments/ S14 Transfers/ Medical Aid - Area: Gauteng- Will pay upfront
Global & Local Financial Consultants
Contact: Michael Haldane Click hereto e-mail 

Type of books: Home-Loan Insurance, Mortgage Loans, Funeral Insurance, Personal Loans, Income-Plan & Growth Plan Investments - Any area
Contact: Carel Burger - Click here to e-mail 

Type of book: Investment / Life / Short-term : Area: Kwa.Zulu.Natal
Contact : Mr Dave Smith Click here to e-mail

Type of book: Long-term: Employee Benefits or Funeral - Area All Provinces
Contact: Ms Karen Louw Click here to e-mail

Type of book: Healthcare Area: Gauteng
Click hereto E-Mail

Type of book: Short-term Area: Free State and Northern Cape
Contact: Andrew Tlhatlogi  Click here to e-mail

Type of Book: Investment Area: Natal South Coast
Contact: Chris Click here to e-mail

Type of books:  Investment (Voluntary and Compulsory) (Local and Global), Cash Management Services, Wills and Executorship Services - Area: All
Contact: Mark Kitching, Managing Director, Warwick Private Clients Click here to e-mail

Type of book: Short-term Area: Gauteng
Contact: Albrecht Vögel  Click here to e-mail|

Type of book: Corporate Business – Countrywide
Contact: Jeremy HawsonClick hereto e-mail

Type of book: Short-term - Area Gauteng
Contact Andre Click here to e-mail

Type of book: Investments - All regions
Contact: Clint Baptista Click here to e-mail

Type of book: Healthcare - Region Pretoria
Contact: Klaradyn Booyens   Click here to e-mail

Type of books: Risk, Investment & Healthcare - Region Western Cape
Contact: Petri Beyers Click here to e-mail

Type of books: Risk, Investment & Healthcare - Region: East Rand Gauteng
Contact: Mike Smith Click here to e-mail

T ype of book: Short-term Region: FreeState
Contact: Andrew Click hereto e-mail

Type of book: Short term insurance, life assurance, investments Region: Western Cape
Contact: Louis Louw Click here to e-mail or call  +2782 870 3018

Type of books: Short term insurance books for sale Region: National
Contact Person: Tersia Scott Click here to e-mail

Type of book: Healthcare / Medical Region: Gauteng
Contact Person: Jason Armstrong Click here to e-mail

Type of book: Short-term – Gauteng – East Rand
Various options available in terms of outright sale to selling and joining us to creating a succession plan
Contact: Clyde on 083 254 3054 or clyde@tibs.co.za

Type of book: Short-term - Region: Gauteng
Contact: Jono  Click here to e-mail

Type of business – Financial Planning as a whole including Estate planning, Investment planning, Retirement planning, Business assurance, Short-term insurance, Vehicle financing, Home financing, Wills and Trusts
Region – Western Cape

Contact person – Morne Botha click here to email

Type of book: Short-term Central regions of South Africa, Free State and Northern Cape
Contact Person: Jaco Click here to e-mail

Type of book: Investments & Short-term - Region: Kimberely
Contact Person: Andre Click here to e-mail

Type of Book: Short-term insurance (personal, commercial and corporate) – Area : Gauteng Province
Contact Person: Mpho Maremane
Contact Details : mpho.maremane@chartisinsurance.com or mpho.maremane@mtn.blackberry.com

Type of Book: Short-term - Area All
Contact Person: John Offen Click here to e-mail

Type of Book: Investments - Area : Gauteng
Contact Person: Michael Crocker Click here to e-mail

Financial planning practise in Gauteng
Contact Person: Gerrit Kruger Click here to e-mail

Type of book: Medical - Area: Cape Town
Contact: Ighsaan Ebrahim Click here to e-mail

Type of book: Short-term - Area:Howick/Kzn Midlands
Contact: Alan Click here to e-mail

Type of book: Medical aid/healthcare/employee benefits book – corporate and/or individuals - Area: particularly in Western cape but we operate nationally
Contact: Shirley Botha -  Click here to e-mail
 

Type of book: Short term, medical aid, investments and life - Area: Durban
Contact: Yusuf Seedat  - Click here to e-mail

Type of book: Short-term - Area: Gauteng
Contact: Robin Baird  - Click here to e-mail

Type of book: Healthcare Area: Fee State, Eastern Cape, Western Cape
Contact: Madelein Ungerer – Click here to e-mail


 ·Interested in buying, Short Term insurance Books in the Gauteng or Garden Route area.

·Short Term Personal & commercial Lines books.

·Willing to buy outright or negotiate terms, depending on the contributing factors.

Contact : Hilton Zeiler - Click here to e-mail

 


 

Type of book: Medical aid and Short Term Insurance Area: All areas
We are prepared to negotiate a generous upfront package. Either sell your book OR your business as a going concern. Need a succession plan? This is an ideal opportunity to ensure continuity of great services and benefits to your existing client base. We’ve been in business for the last 15 years, so we have what it takes to provide effective after sales services to your clients.


Contact John Eagles @ EB Solutions (Pty) Ltd


Our company is interested in buying any brokerages OR ENTERING INTO A JOINT VENTURE with other financial service providers that offer the following types of business :

1. Long term insurance
2. Investments ( compulsory and voluntary )
3. Medical aid
4. Employee Benefits
5. Short Term

We are very flexible on the terms eg outright purchase , portion of business only , restraint of trade and contract period to ensure future success for all parties is seen as vital etc .

In addition to the above purchasing of financial service providers our company is very interested in establishing long term strategic partnerships with the following type of institutions :

· Legal firms
· Property bond originators / consultants
· Payroll administrators

These are mutually profitable partnerships that will compliment our already successful strategic partnerships that are in place .

Our main areas of concentration are Gauteng , North West , Western Cape and Eastern Cape. Willing to consider Kwazulu Natal .


Contact
DION STEYN
E-MAIL : dasteyn@librafs.co.za


                                                                                            
WANTED! BJM Insurance Brokers

We would like to acquire a short-term insurance book of business in Durban. The ideal entrepreneur should be a qualified key individual in both commercial and personal lines who has a need to stretch his or her wings and would like to venture into a challenging entrepreneurial milieu.

The book of business should be at least 4 years old and have an annual income in excess of R750 000 with a loss ratio of less than 60%. It should consist of a significant percentage of high-net-worth personal lines along with a strong commercial lines book.

If you have what we're looking for and are up for the challenge, contact Willem Coetzee email wcoetzee@bjm.co.za.



WANTED: SHORT TERM INSURANCE BOOK

I would like to acquire a short-term insurance book. The ideal location should be in the Gauteng region, however other regions will also be considered.

The book of business should have an annual premium income in excess of R700 000 with a loss ratio of less than 69% or transfer option prior to acquisition . It should consist of both personal lines along and commercial.

Please give Charlene email to info@insurancebuster.co.za

 


 Are you looking for a succession plan / retirement solution?

Our company has developed a retirement planning model, which could be the solution you have been waiting for. Does your book comprise of the following: -

* Long Term Insurance
* Investments
* Short Term Insurance

And do you need a succession plan / retirement solution? Then contact: -

Bruce Williams
E-mail: bruce@nichefs.co.za


 

 
 
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