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I would’ve interested in speaking with you
Ran a small brokerage firm from 2008-2011 and primary focus was small business owners... health, life & disability insurance. Worked at Bank of America/Merrill Lynch with business owners from 1MM-10MM...I’m a results driven FP looking to grow my practice in the small business market with buy-sells, key man & executive bonus plans.
Yes- Pru is most current & in Chicagoland Area. Southwest Suburbs.
I would be open to that discussion.
Excellent, can you give me a cursory look at your capabilities and your experience with small to mid-sized businesses (1MM-100MM in vol)
Still getting familiar with fishbowl. Am I reading this correctly, is Prudential the current company that you are with? If so, can you give me your location?