Overview

Referral based business. Looking to sell the book and retire in 2-3 years. Prefer buyer located in the geographical area. This business is comprised of a large amount of annuities, ideal candidate would have 5-7+ years of experience

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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