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.