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Looking to affiliate with investment firm that specializes in pensions

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Feb 9, 2012 10:39 pm

I am part of Insurance agent team our niche market is Physicians, We design pension defined benefit plan, half the distribution goes in to Cash value life insurance other  half goes in investments,

We outsource the investments & drafting the pension,

I have a series 65 I am looking to partner with firm that I can put client into managed account, Firm would do the billing & all the work involved in managing account, & maybe if they do pensions I can do the pension too through them.

If anyone has any recommendation for this kind of firm please let me know.

Feb 10, 2012 4:30 pm

Hello there, 

I would be open to having a conversation regarding your situation as my firm has the ability to do what you are asking. Additionally, since you are licensed it would be no problem drawing up a revenue sharing agreement.  Message me your contact information and I will reach out to you and see if it would be a good fit.