Overview

I wish to sell the majority of business not related to personal friends and relatives. The ideal candidate to whom I wish to sell has at least 25 years of experience with the following licenses: Series 6, 7, 63, 66, CLU, CHFC, CFP. Experience with life insurance, disability insurance, long term care insurance, health insurance, financial planning, investment products, mutual funds, stocks, bonds, and annuities, with an established presence in the state of California.

A local in the SF Bay Area is preferred but not essential.

I would like to arrange for the sale and transfer as soon as possible.


Last Activity
6 months or more
Listing Age
818 days old
Listing Updated
Dec. 21, 2023

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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