Overview

Looking for the right opportunity to acquire quality blocks of business from a firm and/or adviser who want to sell or have someone included in their transition plan. We place an emphasis on the clients goals and develop an action plan that helps everyone involved know their roles and responsibilities as well as expectations.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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