Overview

looking for a partner to merge my business with and to help annuitize my current book. would be interested in a person looking to sunset out of the business and looking for a partner to help continue with their business.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Member Since
Oct. 19, 2018

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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