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Licensing

Our Financial Service 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 situations. All Financial Service Representatives must pass comprehensive exams to obtain a license to sell products in your state.

Insurance

Our offices are licensed to sell insurance products in the following jurisdictions: CT, FL, IL, MI, OH

Securities

We also have agents licensed to sell securities in the following jurisdictions: AZ, CO, FL, IL, MI, MO, MT, OH, SC, WI

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