Overview

Transitioning Wholesaler with small book built up prior to Wholesaling, desire to return to personal production. Great presenting & closing skills, lack sales system and admin support.
Experience with Life Insurance, 3rd Party fee-based with Assetmark, VA & FIA, Funds.
I can build what I need from a marketing & staff support standpoint, but I'd rather join forces with a firm that has good systems in place and focus on what I do best- building relationships and winning business.

Last Activity
within 6 months

Business Data

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Clearing Firm / Custodian

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