Overview

We have been an insurance only financial planning firm in business for 20 years and have recently expanded our service offering to include securities. While we already have a robust insurance business (primarily through fixed indexed annuities) we are looking to acquire books of securities business. We have built a high-touch service model for our clients and do comprehensive financial planning on a fee basis as well. Our AUM is currently $2MM and growing at a rate of ~$500k/month. Our custodian is TD Ameritrade.

Let's connect and discuss opportunities where we can both accomplish our goals.

Market
Insurance
Member Level
Premier
Last Activity
within 6 months
Listing Age
95 days old

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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