About Us
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: CA, CO, FL, IL, KS, MO, ND, NE, OK, SD, TX, UT, VA
Securities
We also have agents licensed to sell securities in the following jurisdictions: AZ, CA, CO, CT, FL, GA, IA, IL, KS, MA, MD, MN, MO, NC, NE, NJ, OH, OK, SC, SD, TX, UT, VA
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