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