Broker Check


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: KY, DE, GA, IN, OH, PA, TN, TX.

We also have agents licensed to sell securities in the following jurisdictions: KY, TN, IN, GA, MI, TX, AL, PN, WV

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.