Overview

I am a LEAP practice with a main focus on life insurance. We have a small asset management side with about 10m under management. Most is commission based. I wish to purchase a book of business from 5m to 10m of assets with 25 to 50 clients.

Market
Advisor/RIA
Last Activity
this month

Business Data

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Clearing Firm / Custodian

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Variable Annuities

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Insurance Business

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