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:

Insurance Licensed:

New York

Connecticut

New Jersey

Florida

Massachusetts

Pennsylvania

Washington D.C.

Maryland

Delaware

North Carolina

Colorado

Virginia

New Hampshire

Arizona

Maine

Ohio

Securities Licensed:

New York

Connecticut

New Jersey

Florida

Massachusetts

Delaware

North Carolina

Arizona

Ohio

Vermont

Please note that not all representatives are licensed in all states listed.  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.