Overview

I'm a financial advisor (CFP & CLU) affiliated with an independent broker dealer. I have 8 years of industry experience (the first 6 of which were spent with a large mutual life insurance company). My business revenue comes from both AUM and commissions from the sale of life, long-term care, and disability insurance.

I'm looking to acquire insurance-based books of business -with a focus on life/long-term care/disability insurance. Interested in partnering with sellers who would like to stay on for 1-2+ years in order to smoothly transition the client relationships.

My experience ranges from simple transactions (term/disability/permanent sales to individuals) to complex estate planning, executive compensation, and business succession planning.


Last Activity
this month

Business Data

Blurred Charts

Life Insurance Business

Blurred Blurred

Health Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Auto Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Home Insurance Business

Blurred Blurred Blurred Blurred

Commercial Insurance Business

Blurred Blurred

Other Insurance Business

Blurred

Agency Management System

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...