We come from a real estate background and recognize the lack of financial literacy in America. For that reason, we are starting a small insurance and financial services practice. We are currently licensed in life & health and in the process of completing Series 6, 65, 63. We are currently L&H licensed in OH, TX, MD, WV, MD, NJ, NC and so far have a book of whole life, term and disability clients.
We are new to financial services but feel it is a great compliment to the circles we operate and would accelerate the impact we can have. We are looking to acquire an existing firm to accelerate growth. Someone looking to sell and/or for a (relatively) young, driven couple as successor would be ideal... We are looking to make connections in the Columbus Ohio and Detroit MI markets.