Licensing

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:

New York, New Jersey, Florida, Connecticut

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

New York, Florida, New Jersey, Maine, Connecticut

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.