Market
Insurance
Member Level
Basic
Last Activity
this month
Profile Age
629 days old
General
Location
Costa Mesa, CA, US
Profile Type
Buyer | Merge | Continuity | Join A Practice
Annual Premium 0% Annual Renewal 100%
Policies in Force
150
Annual Premiums
$200,000.00
Gross Revenue
$220,000.00
Avg Client Age
40
Overview

I am a sole proprietor RIA with several million in AUM. I've been focusing on highly compensated professionals and small business owners with any and all problems that require life insurance or a retirement plan as a solution. We have a strategic partnership with the nations leading syndicate producers local firm. Meaning our insurance policies are unbeatable performance wise and mortality cost wise. It is an extreme unique advantage. I am looking for a majority $AUM based RIA with whom I can build a relationship and we can share referrals or prospect big elephants together. I will also consider buying a 8 figure AUM firm with a client base that still has some areas of needs or problems.

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