Overview

I'm looking for a continuity plan. I have no plans to retire any time in the near future. I do, however, need someone who can take over, and run, my business if something should happen to me. I would like a reciprocal agreement with someone, where I would take over their business if they retire, leave the business, or become unable to run their business.

I have almost $50 million in assets and have a large book of variable annuities on which I receive about $300,000 per year in trails. The other assets I have are managed accounts and mutual funds. I'm currently transitioning the mutual funds to advisory accounts. Going forward, my business will be 75% or more advisory accounts.

I am not looking to sell. I don't want to become part of a bigger group, larger office, etc. Please contact me if you're interested.

Market
Advisor/RIA
Last Activity
2 weeks

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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