Overview

We are looking to grow our practice through acquisition. We are looking for old annuity/life books of business or fee based books. We are open to most deal and payment structures. Our practice is based primarily around fee based money management and index annuity placement. We have succession plans for our company already in place so it will be no hassle for clients. Please reach out if you are contemplating retirement or transitioning your practice. We would love to have an introductory conversation about working with you. Thank you.

Market
Advisor/RIA
Last Activity
within 4 months

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