Licensing

Our financial services representatives combine their education in financial services with an in-depth 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.

Insurance
We have individuals licensed to sell insurance products in the following jurisdictions: AL, FL, GA, IL, LA, MD, MI, MO, MS, NC, NM, OK, OR, PA, SC, TN, TX, VA

Securities
We have individuals registered to offer securities in the following jurisdictions: IL, LA, MI, PA, TX

We make retirement planning easy

Receive your 1-on-1 Review