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License

Our Financial Service 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 Service Representatives must pass comprehensive exams to obtain a license to sell products in your state.

Insurance

Our offices are licensed to sell insurance products in the following jurisdictions:  DE, FL, MD, PA, VA,

Securities

We also have agents licensed to sell securities in the following jurisdictions: DC, DE, FL, MD, NY, VA, SC

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.