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 Licenses & Appointments in the following jurisdictions:
AZ, CT, DC, FL, KY, MA, MD, NC, NH, NY, OH, and RI.
Our Offices are licensed to sell Security Licenses in the following jurisdictions:
MA, PA, CT, NY, FL, OH, KY, NH, RI and AZ.
We also have agents licensed to sell Variable Appointments in the following jurisdictions:
CT, MA, NH, KY, OH and NC.
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.