Overview

I am an independent RIA and have a strong background in Life Insurance and Long Term Care planning. I am fee based RIA and commissions from some of the insurance products, we also use no-load annuities and no-load VUL.
I am looking for someone to asist with growth of this business model for a few years and be able to take over when I retire. Having a successor in place that can grow into the same relationships I have with my clients is important.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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Variable Annuities

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