Market
Insurance
Member Level
Basic
Last Activity
6 months or more
General
Location
Southfield, MI, US
Profile Type
Buyer | Merge
Annual Premium 0% Annual Renewal 100%
Policies in Force
200
Annual Premiums
$30,000.00
Gross Revenue
$100,000.00
Avg Client Age
50
Overview

Acquisition or Merger
Independent Advisory, with 15+ years in the industry and cross selling wealth, protection, and health. Breakdown:
- Wealth includes investments in annuities, direct mutual funds and brokerage accounts
- Protection, covers life insurance, disability income insurance, long-term care positioning (life insurance riders or standalone policies)
- Health insurance: individual and group plans

Business Mix Info

Blurred Insurance Mix
Blurred Fund

Life Insurance Business

Blurred Blurred

Health Insurance Business

Blurred Blurred

Auto Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Home Insurance Business

Blurred

Commercial Insurance Business

Blurred Blurred

Other Insurance Business

Blurred Blurred Blurred

Agency Management System

Blurred Blurred Blurred

Loading...