Overview

Successful insurance practice focused on wealth accumulation, retirement planning, inter-generational tax planning and estate planning. A joint venture with an investment advisory firm primarily focused on asset management would be mutually beneficial.

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within 2 months

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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