Overview

Sole practitioner, business consists of employee benefits, group medical for 40 companies, life insurance planning, long term care insurance, variable annuities, fixed annuities. 450 physician clients. Looking for successor who understood employee benefits and has similar capabilities.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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