Licensing

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 are licensed to sell insurance in the following jurisdictions:

AZ, CO, CT, FL, IA, KS, MO, NE, NV, NJ, NC, OH, OK, TN, TX, VA, WI and Washington, DC

We are registered to offer securities in the following jurisdictions:

AZ, CA, CO, DE, FL, HI, IL, IA, KS, LA, MD, MO, NE, NJ, NY, OH, OK, TX, VA, WI and Washington, DC

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.