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Licensing

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:

AZ, CO, IA, FL, MA, MD, ME, NH, NJ, NY, PA, SC, TN, VT

We also have agents licensed to sell securities in the following jurisdictions:

AZ, CO, MA, ME, MD, ME, NH, NJ, NY, PA, SC, TM, VT

John Bourland is also licensed in CA - Insurance License OC41221

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.