We are interested in acquiring health insurance policies, including Medicare and individual health plans.

Our transfer process includes signing a Non-Disclosure Agreement, discussing your business and what you are hoping to do with it, analyzing your block of business, providing customized offer(s), and completing all necessary transfer paperwork. We also ensure your clients are informed and supported during and after the transition.

We have a dedicated team of over 125 employees focused on client service. Our 1,300+ 5-star Google reviews reflect the trust and satisfaction of our existing clients. You can have peace of mind knowing your clients are in good hands.

Absolutely. All discussions and steps of the process are conducted with the utmost confidentiality.

You will continue to receive commissions until the formal transfer process is complete. Details will be discussed and agreed upon during the offer phase.

While we aim to have a transfer completed within about 45 days, the timeline depends on the size of your book of business, required approvals, releases from uplines and carrier transfer paperwork. We strive to make the process efficient and keep you informed every step of the way.

If a release is required from your upline or agency, we will guide you through this process to ensure it’s handled appropriately.

Our experienced team will manage all carrier-specific forms and approvals to streamline the process for you. You will be presented with completed forms to sign when needed.

Once the transition is finalized, we perform a thorough review to ensure every client is properly accounted for and transitioned. This way, we can ensure you are being paid for each policy that is transferred.

Succession planning is vital for every agent, even if you're not ready to sell today. We can help you establish a plan to transition your book of business when the time is right, ensuring your clients are cared for and the value of your business is preserved.

The ideal time of year to complete transfers is between February 1 and September 1 in a given year. We do not recommend completing transfers during the Annual Enrollment Period/Q4, and some carriers do not allow it.

Reach out to Gordon Lowden, Senior Acquisition Consultant, to start a conversation. You may submit the form below or contact Gordon directly at 937.260.4368 or glowden@retiremed.com. We are here to answer your questions and provide guidance at every step.