Licenses
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 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.
We have individuals licensed to sell insurance products in the following jurisdictions:
Florida, New York, Pennsylvania, Puerto Rico, Virginia, Delaware
We have individuals registered to offer securities in the following jurisdictions:
Florida, New York, Pennsylvania, Puerto Rico, Virginia