Business Summary:
Financial Asset Management Company needs Partner or new Owner with Financial Insurance Profits to join this leading company. Established 1969, 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 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 & now Pension Benefits through the VA! 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 clients financial & personal goals, & help them create a strategy designed to help achieve those goals. Services offered include: Equity Indexed Annuities: 50% Variable Annuities: 20% Universal & Term Life Insurance: 10% Long Term Care: 10% Mutual Funds: 7% Livings Trust: 3%. This company boasts an excellent profit ratio basis & has a broad range of clientele primarily in Florida, but has attained licensing in NC & TX. Owner will provide some financing. Terms will depend on the structure. Owner is seeking partner or retire. Hours of operation are Monday through Friday 9am to 6pm. Contact now for more information.
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