I'm looking to purchase a book of business in the next year. based in Texas, but willing to look outside the state. At this time, I run a 100% commission business.
My investments include mutual funds (American Funds, Fidelity, Oppenheimer, Vanguard, Voya, Transamerica, Timothy Plan, Putnam, and Pioneer), annuities (Fixed, VA through Jackson, Transamerica, and Sammons), life insurance (AIG), and estate planning (Estate Docs Pro)
My CRM that I use is Redtail to maintain my clients.
I'm located in Austin, Texas and a USAF Veteran.