$40MM AUM | $270,000 Rev in
I like to find a book I can buy so I may service the clients on their life insurance needs. and wealth management needs. Some RIAs do not offer and want to be bothered about life insurance, Long term care, or the Last to die policy. I have a big life insurance book in force and most of the money that I manage came from the life policies I sold for the last 34 years.
I like to work with RIA that has the same value as mine, which is to be diligent and grow client assets regardless of market condition.