$5MM AUM | $65,000 GDC in Athens, GA
Member is Interested In:
I am an independent RIA and have a strong background in Life Insurance and Long Term Care planning. I am fee based RIA and commissions from some of the insurance products, we also use no-load annuities and no-load VUL.
I am looking for someone to asist with growth of this business model for a few years and be able to take over when I retire. Having a successor in place that can grow into the same relationships I have with my clients is important.