Overview

Looking for a partner to start within three to six months, and then work with for three to five years. After this time, I would retire. The ideal candidate has a high moral character, is passionate about life insurance, has a lot of energy, and understands and has access to new investment products to introduce to existing clients. While candidates from out of state are encouraged to contact me, the ideal candidate will have a physical daily presence in the Lafayette office.

Market
Advisor/RIA
Member Level
Lite
Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...