Licenses

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, FL, GA, IN, KT, LA, MA, NC, NJ, NY, PA, TX, VA

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

CA, DC, FL, IL, IN, KT, LA, MA, MD, NC, NJ, NY, OR, PA, RI, TN, TX

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.