Overview

Employee Benefits firm specializing in the middle market
Executive Benefits
Individual Life for high net worth clientele
Looking for:
1. P&C firm to collaborate with possibily move into our space or yours
2. Benefits firm looking to sunset or merge
3. CPA firm looking to partner and build a benefit practice

Market
Advisor/RIA
Member Level
Basic
Last Activity
today

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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