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.
We have individuals licensed to sell Insurance Products in the following jurisdictions:
Pennsylvania, Florida, Kentucky, North Carolina, New Jersey, Texas, Virginia, and Wisconsin
We have individuals licensed to offer Securities in the following jurisdictions:
Pennsylvania, Florida, North Carolina, New Jersey, Texas, Virginia, Wisconsin, and Delaware
We cannot communicate with, nor respond to, requests from users who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.