Overview

I'm an enthusiastic 30-something female looking to buy your book of business. I'm interested to cross sell life, annuities, managed money and Medicare supplements. I want to buy over a 3-5 year term. I will pay top dollar for a quality book and am eager to pay you 1-2x gross annual revenue. I would like to look at AUM total of around $20mm or insurance equivalent. I look forward to hearing from you!

Market
Advisor/RIA
Last Activity
within 4 months

Business Data

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Clearing Firm / Custodian

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Variable Annuities

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