Selling life insurance includes a lot of dry and technical things, like getting licensed and learning about the do’s and don’ts of compliance. Featuring Summit's Todd Weiss.
Selling life insurance includes a lot of dry and technical things, like getting licensed and learning about the do’s and don’ts of compliance. Featuring Summit's Todd Weiss.
Summit Financial, a Parsippany, New Jersey-based RIA owned by Merchant Investment Management, has added two teams that managed $520 million...
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Continued national expansion brings Summit Financial to 65 partnerships and establishes its presence in Georgia and Oregon.
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