Overview

We are a full wealth management firm with an independent RIA component and a personal (life/disability/long term care) and health insurance component as well.

We are actively seeking to purchase "dead" annuity books--books of business that are no longer paying the advisor substantial renewals (or any revenue at all), but they are still required to service. Opportunities exist for us to either buy the practice or revenue share future opportunities with the practice.

We are open to absorbing the asset management and health insurance practice as well provided it is a good fit.

Market
Insurance
Last Activity
within 2 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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