Overview

We are entertaining acquisitions of other firms in the Chicagoland area. Our goal is to grow recurring revenues and scale our business model. The primary focus of our practice is Life Insurance, Life Settlements, Fixed & Variable Annuities, Hybrid LTC, large & middle market case COLI and Non-Qualified plans. We target companies, business owners and high net worth Individuals. We also have a small book of mutual fund and advisory business.

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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