Business Summary:
Financial Asset Management Company needs a Partner/Owner with Financial Insurance Profits to join this leading company. Established since 1969, the current Owner's expertise has created a long & profitable growth record in the financial services sector. Services include: Seminar/Workshops; Estate Planning, Retirement, Long Term Care, Variable Annuities, Mutual Funds, & other financial products available under the Series Six License & Health Savings Accounts, encompassing a variety of companies. *Excellent Company offerings include: Alliance Life Insurance Company of North America; Zurich & Chase Life. Owner is a member of BISYS: an agency with 238,000 independent brokers that represent over 200 companies. Their goal is to create financial solutions & provide an extraordinary amount of personal service. They strongly believe that by educating their clients, they can be well-informed participants in their personal financial planning process. They determine the clients financial & personal goals, then help them create a strategy designed to help achieve those goals The service offered by this company breaks down as follows: Equity Indexed Annuities: 50% Variable Annuities: 20% Universal and Term Life Insurance: 10% Long Term Care: 10% Mutual Funds: 7% Livings Trust: 3% Owner has been actively seeking a political office position in Florida. The new partner/owner could avail themselves of a unique political alliance & therefore springboard profits to the next level. This could be accomplished by prospects with local banks, state agencies, universities, & the senior & baby boomer markets. Contact now for more information.
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