Overview

We focus on wealth transfer and protection for very affluent families, most of which derived their wealth from private business ownership. We are part of M Financial, an elite buying group with proprietary insurance products priced for the ultra affluent. I'm interested in buying a practice that has similar profiles for the goal of growth. We have an internal succession plan in place for our wealth management practice but I don't have a successor for the life side of the practice.

Last Activity
within 4 months

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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