Series 6 and 63. 10% securities, and 90% Equity Indexed annuities
and fixed annuities.
95% of the client base is in California. The remaining 5% of the client base is in Nevada and Arizona.
The ideal buyer for the practice would have some experience and a Series 7, and be fully credentialed with a Life insurance license.
5 years away from succession. Partially retired at present.