Overview

I have worked in the life insurance and annuity business as a captive agent for 4 years. To better serve my clients, I have gone independent and I am interested in buying a book of business in the range of $10,000,000 - $20,000,000 AUM, with revenue between $150,000 - $350,000. I am looking to buy a book of business in southwest Wake County, NC which consist of the cities of Holly Springs, Apex, Fuquay-Varina, Cary and Morrisville.

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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