Overview

We have a 30 year practice with room for additional growth. Our office is experienced in acquiring existing books of business and has an excellent retension record. We are looking to acquire client blocks of the 20 to 50 million range. Life annuity and assets all acceptable.

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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Insurance Business

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