Overview

Full service BD with an attachment to OneAmerica as a general agency. I want to find investment advisors, who don't have strong insurance connections, a way to help their clients retire with more guarantees and less risk of running out of money too early. As part of our relationship, I will help train and teach you economics based planning using the two economic powers approach. Most clients don't have a solid retirement distribution plan and I can provide the solutions.

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within 3 months

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