Market
Insurance
Member Level
Basic
Last Activity
6 months or more
General
Location
Glen Allen, VA, US
Profile Type
Buyer | Continuity | Join A Practice
Annual Premium 0% Annual Renewal 100%
Policies in Force
50
Annual Premiums
$150,000.00
Gross Revenue
$300,000.00
Avg Client Age
63
Overview

Fee-based, independent, retirement income focused advisor, using a mix of fixed insurance and market based vehicles. Managing partner of a national retirement planning firm, looking to grow our Richmond office and market share in central VA.

Interested in becoming a successor and buying practices.

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