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.

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.

Insurance

We have individuals licensed to sell Insurance Products in the following jurisdictions:

Pennsylvania
Florida
Kentucky
North Carolina
New Jersey
Texas
Virginia
Wisconsin

Securities

We have individuals licensed to offer Securities in the following jurisdictions:

Pennsylvania
Florida
Kentucky
North Carolina
New Jersey
Texas
Virginia
Wisconsin
Delaware