Our Qualifications

We have been working with financial advisors and their clients for the past 20 years.

Each of our point of sale advisors has extensive personal and professional experience.

Many hold various professional designations, and qualified representatives are licensed to provide a variety of insurance products.

We are dedicated to developing lasting relationships with all our advisors. We believe in helping you assess your financial goals and participate in the growth of your business using insurance.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of insurance products and services. The personalized program that we provide is a roadmap to working toward achieving both your gols and those of the clients that you serve. 

We look forward to using our expertise to help you grow your business.