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: 
OH, MI, FL, NC, SC, NY

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

OH, MI, IN, CA, WI, MD, FL, CO, GA, NC, NY, SC, WA, VA, ME, NM, OR, TX, TN, LA    

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.

Source: MM-03