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CONSULTING

Investors:  Gain expert insight into insurance industry trends, specific carriers, products and economic analysis.

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Insurers:  Tap into decades of leadership experience contributing to innovative annuity product development, expanding distribution and billions in sales. 

MERGERS & ACQUISITIONS

Specializing in insurance and annuity distribution.  We bring equity partners together with growing, profitable, marketing firms.

STARTUPS

We have a track record successfully launching some of the nation's best marketing firms and agency groups and RIAs.

CORPORATE TURNAROUND

Realize your company's full potential

EXPLORE THE FUTURE

It all begins with a conversation.  Insurers seeking to expand, equity investors seeking exceptional growth opportunities, and entrepreneurs seeking the difference maker for success.

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