Licensing

Our Financial Service Representatives combine their education in financial services with their knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All Financial Service Representatives must pass comprehensive exams to obtain a license to sell products in your state.

Insurance

Our offices are licensed to sell insurance products in the following jurisdictions: AL, AZ, CA, CO, DC, DE, FL, GA, HI, IN, KS, KY, LA, MA, MD, ME, MN, MO, MS, MT, NC, ND, NJ, NM, NY, OH, OK, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Securities

We also have agents licensed to sell securities in the following jurisdictions: CA, HI, IA, MN, MT

We cannot communicate with, nor respond to, requests from customers who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.
CRN201301-143460