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 to sell products in your state.
Our offices are licensed to sell insurance products in the following jurisdictions: Life – VA, DE, FL, MD, MO, NC, NJ, NM, NY, OH, PA, SC, TX
We also have agents licensed to sell securities in the following jurisdictions: VA, AL, CA, DE, FL, MD, NC, NJ, NM, NY, OH, PA, TX, UT, WI
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.