$2.5MM AUM | $30,000 GDC in San Antonio,, TX

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Seller
Location
San Antonio,, TX, US
Fee 0% Commission 100%
Gross Revenue
$30,000
# of Accounts
20
Avg Client Age
60
Overview

This is a block of variable annuities, all out of surrender, with 1.25% trails. Life expectancy of them should be about 15 - 25 years. All have substantial living benefit riders which should prolong the holding period of the annuities.

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