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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.