Alternate titles

Financial Advisor Retirement Transition

Financial Advisor Succession Partnership

Advisor Book Acquisition

Location United States (nationwide; in-person client continuity preferred in the advisor's existing market)

Engagement Type Book acquisition or continuation partnership (structure is flexible: sale, earn-out, gradual transition, or reduced-role continuation). For advisors continuing in a reduced-role production capacity, the ongoing classification is

W-2 Statutory Employee of National Life Group

(Internal Revenue Code 3121(d)(3)(B) — full-time life insurance salesperson classification, Form W-2 Box 13 Statutory employee checked) with commission-based compensation. Pure book-sale structures without a continuation role do not involve an employment relationship.

About WealthBridge Financial Group WealthBridge Financial Group is a wealth management firm with

over 175 years of history
<...