Overview

My history in the business is 28 years as an insurance guy(John Hancock and Allstate) also selling investments, now 3+ years as an investment guy(Lincoln Investment) also selling insurance. I am trying to grow organically as well as by purchasing existing ,stable, financial books of mutual funds and or annuity clients. I am 56 years old with what I think of as another 10-15 years left in business world. My existing book of business is a mix of middle America Ira's, 403b's, variable and fixed annuity, mutual funds and insurance products. I am growing but not fast enough and I am looking to purchase to help accelerate growth.

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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Resources
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