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:
Illinois, Indiana, Alabama, Michigan, Wisconsin, Georgia, Texas, Mississippi, Ohio, New Jersey, Massachusetts, Minnesota, Iowa, Arizona, California Insurance License # 0J03771
We also have agents licensed to sell securities in the following jurisdictions:
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.