Overview

I have recently retired from directing the financials, planning & logistics of a major global auto manufacturing company. I acquired my state insurance licenses for health & life and will be sitting for my Series 7 & 66. I am in discussions on buying a mutual funds broker who has $66M under management. The growth strategy here is to leverage the book to insurance.
I would like to couple this strategy with a acquisition of an insurance book.
The states would be concentrated in Southern New England, FL & AZ. I am seeking assistance in attacking this opportunity.

Market
Insurance
Member Level
Basic
Last Activity
within 2 months

Business Data

Blurred Charts

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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