Insurance Co. Also RIA?

[The Wise Buck]

Good Morning,

I've been licensed as an investment advisor, securities representative and life, health, annuity for many years. (series 7, 66)

I am looking to go from working for a company - primary working as a consultant to retirement plans (full time) and selling life ins. (on my own, part-time) to building my own

 

[DHK]

This is an RIA that I'm considering that may be a better fit for you:

Peace of Mind Planning | Home

There are others that heavily advertise in publications, such as American Retirement Systems that would cater to agents who want an 'all in one' solution.

 

[The Wise Buck]

Thank you for the link - I will definitely check them out!