E/o Insurance

[split789]

Guys i'm looking for a market in NY for an RIA (about 5 man shop). They derive about 5% of his revenue from broker/dealer work and 5% from insurance sales (life / health).

some of the majors won't touch it because of the b/d exposure.

 

[xrac]

Guys i'm looking for a market in NY for an RIA (about 5 man shop). They derive about 5% of his revenue from broker/dealer work and 5% from insurance sales (life / health).

some of the majors won't touch it because of the b/d exposure.

Where does the ther 90% come from?

 

[split789]

Where does the ther 90% come from?

Ria work mostly discretionary basis, some non disc.