Our Financial Services 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 Services Representatives must pass comprehensive exams to obtain a license or registration to sell products in your state.
We have agents licensed to sell insurance products in the following jurisdictions: CO, FL, IN, MD, MI, NC, NY, SD, VA, WA.
We also have agents licensed to sell securities in the following jurisdictions: FL, GA, IN, MD, MI, NC, NY, TN, VA, WA, WV.
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.