Overview

Over the years we have developed and refined a process of forming a relationship of trust with independent holistic advisors. Your clients see us as a true extension to the practice/team helping them solidify a stronger financial plan for their retirement with the placement of optimal Life/Long Term Care solutions in the portfolio. We are experts in the hybrid market and enjoy partnering with high-end fiduciaries/planners.

Our intention with this platform is to join or merge with a successful AUM focused practice- we are now in a position where we are willing to accept several new relationships. We are looking for that unique individual, that producer or team who is typically in the top % of their peers. That sees what they are making and they're trying to figure out how to make more. Some are strapped because of time, some are strapped because of energy. They want more, they just don't know how to do more but they know they have something valuable which is the data base. Also looking for an individual who has been in the business for a while, they understand their clients, their clients have an exceptionally high level of trust with them. Individuals who think WE vs. I work phenomenally in this type of relationship.

Last Activity
within 6 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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Agency Management System

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