Overview

1-person practice. Looking to sell fixed annuity based practice and retire within the next 3-6 months, also includes some life insurance and long term care revenue as well. Will assist in client transitioning during transition time but not interested in remaining with the book in a post transaction role. Office is located near a major highway hub.


Last Activity
6 months or more
Listing Age
317 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...