Overview

We are a high-end life insurance practice, focused on complex life insurance transactions in the context of an estate plan. Expert at working with professional advisers. We have significant enforce policy resources to be able to manage a book of business. We have a proven track record of uncovering opportunities in existing books of business. We are looking for life insurance producers looking to exit the business and provide continuity for their clients and referral sources.

Last Activity
within 6 months

Business Data

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Clearing Firm / Custodian

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