Overview

I am a sole practitioner. I have my AAMS designation. I have been in the business for 23 years. I am interested in buying/merging with a book of business. My business is mostly made up of managed money. We are also focused on 401k plans. I would love to work with someone who focuses on 401 k plans. I am interested in any size book, preferably in Louisville Kentucky or southern Indiana. I have a very nice, fully furnished office space in Louisville, Kentucky.

I would also be able to provide Contract Financing guaranteed by a fortune 500 company.

Last Activity
6 months or more

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