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.

Our offices are licensed to sell insurance products in the following jurisdictions: 
CA, CO, DE, FL, IN, IL, MI, NC, NY, OH

We also have agents licensed to sell securities in the following jurisdictions: 

CA, DE, FL, IL, OH, MI, IN,  LA, MD, ME, NC, NM, SC, TN, TX,  VA, WA, WI

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.

David Bodner
State of Domicile Ohio
CA Insurance License # OL49464

Source: MM-03