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:

Arizona, Colorado, Connecticut, Florida, Georgia, Kentucky, Massachusetts, Michigan, Montana, New Hampshire, New Jersey, Nevada, Ohio, Oregon, South Carolina, Texas, Utah, and Virginia.

 

We also have agents registered to offer securities in the following jurisdictions:

Arizona, Colorado, Georgia, New Jersey, Ohio and South Carolina.

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.