AmeriLife just bought a $2.7-billion TAMP based on growing belief pre-packaged RIA services and commission-sold insurance can be sold out of the same briefcase
The Clearwater, Fla. insurance marketer bought Brookstone Capital Management with faith that insurance agents can moonlight as part-time RIAs
Author By Lisa Shidler August 22, 2019 at 5:52 PM
Don’tdoit
August 30, 2019 — 3:27 PM
Just look at Kaizen Funds and Kaizen Advisory, LLC an Horvath v Zayed and that will tell you everything you need to know about Zayed!
Mentioned in this article:
Brookstone Capital Management
TAMP, RIA Serving Other RIAs
Top Executive: Dean Zayed, CEO