Overview

Insurance based, full financial services firm. AUM accounts have high average balances. Focus on quality not quantity. Premier life insurance, disability insurance, long term care insurance practice; fee based insurance consulting and advisory work practice in multiple states; 35 year producer; associated with one of the premier, invitation only, independent Broker Dealer firms in U.S.. Multiple proprietary processes and proprietary products.

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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