Overview

One man operation with office on major highway. Selling mostly fixed annuities, life insurance and Long Term Care. About $1 million in managed money, this area could explode here. Office and all files are included and priced to sell due to my wifes health and my age of 67. Looking to see what my options are, would consider selling or merging allowing me to move out of the business by age 70

Last Activity
this month
Listing Age
436 days old

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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Variable Annuities

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Insurance Business

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CRM Systems

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