$30MM AUM | $400,000 EBITDA in
Fort Lauderdale, FL
Just moved to Sarasota, FL. Currently prospect T65 and then find cross sell opportunities. I am a scholar regarding all things Medicare and Social Security. Book consists mostly of clients needing income to supplement Social Security and Pension etc. Average client age is 70.
Looking to partner with another Rep in the Sarasota or Tampa area or purchase a book of business in the same area.