Overview

I have a comprehensive financial planning practice that includes a mix of IAR, Annuities, Life Insurance, Disability Insurance and Long-Term Care Insurance. IAR or fee-based business is the bulk of my practice. I am interested in purchasing a book of business and would like to use this site as a resource to see what is available and to get a general sense of the market for buying a practice.


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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