Overview

80 % fee based (through certified advisory corp,) selling variable annuities, annuity trailers, and alternative investments. Some long term care and life insurance. Selling about 1 or 2 variable annuities per year.

The bulk of the client base is within a half hour drive of the office. The rest of the client base are in Arkansas, Mississippi, Georgia, South Carolina, Texas, and New York.

It would be best if the buyer had an AIF designation, and a CFP designation. Would be comfortable with an Earn-Out.

The time horizon for retirement is 3 to 5 years.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week

Business Data

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Variable Annuities

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