Overview

I own a small RIA Firm, which was established in 2014. I have been in the Financial Services Business for 29 years. I currently have $30MM AUM, which includes $15,000,000 in fixed annuities. I also have $400MM of Life Insurance Inforce. I am interested in acquiring another RIA Firm OR being acquired by another RIA Firm - with my objective being to get access to clients who currently have inadequate or no life insurance. I am a Top of The Table Producer for Life Insurance , with access to over 15 of the Top Life Insurance Companies.

Last Activity
within 6 months

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