Overview

Looking for opportunities to purchase books of business to include AUM, Life and Annuity books and P&C books. Mainly looking to purchase in SWFL up to Tampa and over to Orlando. Very interested in a phased buy out over a 2-5 yr period. Would consider straight purchase of the write book and the right fit. I am open to all opportunities.

Market
Advisor/RIA
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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