Overview

I have $18 million AUM. My assets are 70% fee based and 30% commission. The business that we do is based on planning. We have a good accumulation program and distribution program to meet our clients' needs through Retirement. The commission side is needs-based and includes life insurance, annuities (guaranteed lifetime income) and LTC insurance. We are interested in each client's growth, security and protection.

I would like to speak to like-minded individuals concerning future growth plans and succession. I would like to grow the business for 15 plus years then hand it off to client-oriented professionals.


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