Licensing

Our financial services representatives combine their education in financial services with an in-depth 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 to sell products in your state.

Insurance

We have individuals licensed to sell insurance products in the following jurisdictions: AZ, IL, MI, NV, WI

Securities

We have individuals registered to offer securities in the following jurisdictions: CA, CT, DC, FL, GA, IA, ID, IL, IN, LA, MA, MD, MI, MN, NC, NE, NY, OH, OR, TN, TX, VA, WI