Overview

My business partner & I are Life Insurance Experts with Financial Planning backgrounds. We're relationship people, and do things the right way.
Due to changes in the marketplace, we're transitioning from Life Insurance distribution back to being Producers. Our existing production is from very part-time work, and we're looking to grow significantly.
An ideal new relationship would be one that could utilize Life Insurance & Financial Planning closing skills. For instance, this could be a P&C shop or CPA looking to expand services, or a Financial Planning firm with lackluster Life sales or a proven client acquisition system needing additional skilled Advisors to build out with.

Last Activity
6 months or more

Business Data

Blurred Charts

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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