Overview

We help people organize their assets to meet the goals of retirement and/or legacy building. The firm has been an Insurance/Annuity firm doing $10 million to $12 million yearly. The addition of Managed Money has increased this number and continues a steady upward climb. We are well recognized in the community and have conducted a weekly radio show in the past along with internet advertising and currently running TV Ads. We do seminars monthly in the Sioux Falls, Brookings, and Mitchell areas. We have a several solid systems in place that has worked successfully for years to bring in new and existing clients along with referrals.

Since the firm is a young on the advisory side of the business and has 37 years experience on the Insurance/Annuity side, we are interested in merging and/or selling to another advisory group to satisfy both growth and succession planning reasons. The company does service a base of more than $50 million in annuities and life insurance premiums.

Our CRM system is up to date and automatically updates monthly with a great 3rd party manager.

This is a turnkey operation.

Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...