Market
Insurance
Member Level
Premier
Last Activity
6 months or more
Profile Age
879 days old
General
Location
Santa Monica, CA, US
Profile Type
Buyer
Annual Premium 0% Annual Renewal 100%
Policies in Force
300
Annual Premiums
$3,000,000.00
Gross Revenue
$200,000.00
Avg Client Age
45
Overview

Diverse Agency going in 10th year. Looking to grow. I have successfully completed prior mergers and understand the delicate nature of taking over a book of business. If you are looking to retire in the next 2-5 years please reach out. I'm affiliated with Broker Dealer with Corporate RIA.
My Practice Areas Include:

Fee Based Investment Planning, Legacy Retail Share Management
Small to Mid-sized Groups for Medical, Dental, Vision, DI, LTD, Workers Comp, GL, EPLI and 401k/ PSP Solutions.

Life, Health, Medicare, Disability, LTC, College Planning and Retirement and Individual Planning.

Business Mix Info

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Agency Management System

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