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: IN, MI, OH, TX


We have individuals registered to offer securities in the following jurisdictions: AL, AZ, CA, CO, FL, GA, IL, IN, MA, MI, MO, NC, NE, NH, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI