Ready to Sell Your Annuity Business?
Ty J. Young Wealth Management provides an elite acquisition platform for agents ready to sell their annuity business. Access high-value resources, including our exclusive annuity transition e-book and expert-led webinars.
Your Next Chapter Starts Here
Navigating the sale of your annuity business requires a partner who values your legacy as much as you do.
Below, we provide a strategic roadmap covering:
-
Why Most People Sell
-
Benefits of Selling
-
What Makes Your Book Valuable
-
How to Increase the Value of Your Book
-
Payout Options
03. Enjoy A Permanent Vacation
-> Spend Time With Grandchildren
-> Improve Your Golf Game
-> Rediscover Your Passions
You’ve spent years building something great, and now it’s time to truly enjoy the
fruits of your labor.
02. Changing Businesses
Maybe you want to focus on AUM, Med Supps or Life Insurance
Sometimes it's moving onto a business outside of Finance
01. Focusing On Your Health
Life happens, and sometimes health is the reason it’s time to step back.
Selling your annuity business isn’t just a financial decision; it’s a personal one. How do you know if it’s time to sell?
You need a compelling reason.
You sell because you’re ready. Ready for the next chapter, ready to step away from the day-to-day and finally enjoy what you’ve built.
Here's the top 3 reasons most agents sell...
An Acquisition Platform Ready For You To Step Away
Upfront Capital
Receive a lump sum payout and move into your next chapter without ongoing responsibility.
Built it once, get paid twice.
You earned a commission when you sold the annuities, but the value of your business doesn’t end there. The relationships you’ve nurtured, the trust you’ve earned, and the systems you’ve built continue to hold real, tangible value for the right buyer.
Choose the payout structure that works best for you!
Payout Overtime
Create a steady income stream while still stepping away from day‑to‑day operations.
Earn-Out
Stay connected to the growth of your book by receiving payments as commissions are earned.
Comparison of Payout Structures
Selecting the right payout structure is one of the most significant decisions you will make during the acquisition process. Whether you seek immediate liquidity or prefer to maximize the total value of your business through a performance-aligned model, our platform provides the transparency and expertise needed to secure your financial future. Each of our three paths—Upfront, Overtime, and As-Earned—is designed to balance your immediate needs with your long-term goals.
Payout
Guarantee
Risk to Buyer
Upfront
Lowest Payout
All your money up-front
Most risky for the buyer
Overtime
Middle Payout
Your money is guaranteed
Risky for the buyer
Earn-Out
Highest Payout
Money is not guaranteed –
Trust Your Buyer!
Not as risky for the buyer
What Makes Your Annuity Book of Business Valuable
When preparing to sell your business, the valuation of your book goes beyond total assets. We look at multi-facets of your business.
Current value of in-force annuities
Organized & up-to-date data
Digital files
Premier carriers
Key data markers (e.g. average age, income riders, duration of remaining surrender charge)
Number of clients/households
Frequency of client contact
Physical files
Active carrier logins
Seller Reviews
At age 70, I felt it was time to sell, the process was explained in detail, and I would absolutely recommend working with your company.
Timothy N. - Retired Agent
What Mattered Most in the Sale to Me
Communication . Simple & Easy . Transition SupportOpportunity well presented. Very professional. TJYWM contacted me each year (3), and this time we were ready to retire. A Valuable choice for our clients, too.
David M. - Retired Agent
What Mattered Most in the Sale to Me
TransparencyThey reached out to several clients that for whatever reason I could no longer work with and close some nice contracts. I decided to move on down that retirement road.
Paul L. - Retired Agent
What Mattered Most in the Sale to Me
Value Received . Transparency . Communication
Simple & Easy . Transition SupportI decided to sell my block of business because of retirement. It was an easy transition, and I am sure my clients appreciated having someone to rely on. The company is following through as promised.
Richard P. - Retired Agent
What Mattered Most in the Sale to Me
Transition Support
Upcoming Webinars
Join us for our upcoming webinar. Whether you're an agent, IMO, or marketer, we’ll be sharing valuable insights and resources you won’t want to miss.
Best of all — we keep it under 30 minutes.
We hope to see you there!
A Trusted Partner for Your Firm's Next Chapter
We understand that selling your annuity business is about more than a transaction — it’s about honoring the legacy you’ve built over decades of serving your clients.
That’s why Ty J. Young, CEO of Ty J. Young Wealth Management, helps annuity agents transition into retirement. With nearly 30 years in the annuity business and after founding Ty J. Young Wealth Management in 1998, Ty understands the dedication it takes to build a successful book of business — and the importance of protecting it when it’s time to step away.
Through our acquisitions program, we purchase blocks of fixed indexed annuity business and take on the day-to-day client servicing, making the transition seamless for both you and your clients. Our team treats every client relationship with the utmost care and attention.
Partnering with us, you confidently move into your next chapter — knowing your clients are in experienced hands and the business you worked so hard to build continues to be well cared for.
Why We Do This
After decades in the annuity industry, Ty saw a common problem: many agents built valuable annuity books but had no clear succession plan. Our goal is to give agents a trusted partner who understands their business, values their relationships, and ensures their clients continue to receive the service they deserve.