Overview

Become a 1mm producer of mostly recurring fee based business. Only 10% can be one time insurance i.e. LTC. Very little in annuities. Mainly looking for money manegment clients and retirement plan sponsor business. My business is defined and very scalable..

Market
Advisor/RIA
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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