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:

Connecticut, Delaware, Florida, Georgia, Massachusetts, Montana, New Hampshire, New Jersey, New York, Pennsylvania, Virginia, Wyoming.

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

California,  Connecticut, Florida, Georgia, Maryland, Massachusetts, Nevada, New Jersey, New York, Pennsylvania, Virginia.

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.