Providing sales consultation services, namely, sales support services, in the form of assisting external third parties, namely, licensed broker dealer representatives, with operational business processing, namely, business development services, in the form of lead generation and marketing consultation for the sale of financial planning, insurance and investment products and marketing consulting for independent financial professionals

'assist':13 'broker':19 'busi':24,27 'consult':3,38,51 'dealer':20 'develop':28 'extern':14 'financi':43,54 'form':11,32 'generat':35 'independ':53 'insur':45 'invest':47 'lead':34 'licens':18 'market':37,50 'name':5,17,26 'oper':23 'parti':16 'plan':44 'process':25 'product':48 'profession':55 'provid':1 'repres':21 'sale':2,6,41 'servic':4,8,29 'support':7 'third':15

M

Owners

Goods & Services