Overview

I am in the process of rebuilding my client base due to leaving a large insurance company. My client base was severly deminished due to the transition. When I find the right book with a reputable broker I will make a very good offer for the business.

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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Resources
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