Overview

Seeking to retire completely and sell book of business. Seeking to work with buyer for 4-5 months to ensure a smooth transaction. Advisor seeks to succeed as soon as possible.

The ideal candidate is an enrolled agent or CPA and a registered investment advisor. The ideal candidate has an insurance license and tax credentials and should be familiar with all insurance products, index annuities, and mutual funds. Seeking to talk to advisors from across the country.

Market
Advisor/RIA
Last Activity
6 months or more
Listing Age
1,964 days old

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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