Overview

With 29 years experience, and holding CFP, CLU and ChFC designations, I am trying to transition my business from primarily life insurance to primarily investments/financial planning. I am looking to join a firm that can provide administrative support on the investment side (processing forms etc.)

Currently my practice is about 80% life insurance 20% investments. Typically I will do about $200,000 to $250,000 in life insurance commissions and $50,000 securities. I am hoping to at least triple the securities GDC in the next three years and still continue to do similar life insurance volume.

My ideal firm would be one that is primarily branded as an investment/planning shop rather than an insurance agency. Ideally I would like to remain in Clayton.

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within 2 months

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