Overview

I own and run a comprehensive fee-based financial planning firm with approx. 18 employees, specializing in estate and income tax strategies for high net-worth business owners. We sell Premium Financed Life Ins, Fixed & Indexed Annuities, AUM, and work with Charitable Estate Planning.
I'm looking for opportunities and have 3 grown son's working with me in the business. I'm a retired 25 year New York Life Agent operating as an RIA in Redlands, CA. I'm semi-retired and constantly looking for opportunities to expand the Lindsey Financial Group of Companies.

Market
Insurance
Member Level
Basic
Last Activity
2 weeks

Business Data

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Life Insurance Business

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Health Insurance Business

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Auto Insurance Business

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Home Insurance Business

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Commercial Insurance Business

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Other Insurance Business

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Agency Management System

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