Overview

I am looking to acquire insurance practice firm with additional service of annuities, mutual fund, ETF, Stocks and others. Professional who are preparing to retire and would like to hace smooth exit and have their clients well taken care are welcome to contact me. I can cover up to 300 miles radius from my office.

Thank you.

Jack Wan

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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