Sell Your Book of Business

Thinking of selling your book of business?

Whether it’s time for a career change or time to retire, Crystal Wealth wants to work with you to ensure you get the best possible payout for your book.

In order for us to give you an accurate estimate, please fill out the form below and we will get back to you within a 48 hour period. Thanks for thinking of us!






Preferred method of contact
 Email Phone

Approximate size of book ($)

Approximate number of families

Preferred exit timeline
 next 6 months 6 - 12 months 12 - 24 months