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.


We have individuals licensed to sell insurance products in the following jurisdictions: CO, CT, FL, IL, MA, ME, NC, SC, TX


We have individuals registered to offer securities in the following jurisdictions: FL, IN, MA, ME, MI, MN, NC, NH, OH, SC, TX