Overview

I am an independent IAR working with a select group of individuals near or in retirement. I am looking to merge or buy a practice that is similar to mine in size and client type. I believe I can offer additional services by leveraging my relationships with CPAs and attorneys to generate additional services and revenue.

Last Activity
6 months or more

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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Resources
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