Overview

We are an agency affiliated with an RIA providing comprehensive financial planning and investment management. We are seeking a dynamic, experienced individual to head and grow the insurance arm of our insurance business. We also looking to acquire books of business, provide continuity, or bring on agents. We aim to grow our LAH and P&C business, while cross-selling wealth management services. We provide revenue shares on new services sold into existing books.

Last Activity
this week

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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