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Financial Advisor   

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

Member Level
Basic
Last Activity
within 2 months

Business Mix:

100% Comm
0% Fee

General

Location
San Antonio,, TX, US
12 Month Gross Revenue
$30,000
Number 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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