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

Securities

We also have agents licensed to sell securities in the following jurisdictions: AZ, CA, CO, CT, FL, GA, IN, MA, MI, MO, NC, NM, NY, OH, SC, TX, WI

Insurance

Our offices are licensed to sell insurance products in the following jurisdictions: AZ, CA, FL, IN, KS, MA, MI, NC, OH, SC, TN, TX, VA, WI

Timothy J. Martin, Domicile: MI. CA Insurance License #4284029

Jake McNeil, Domicile: MI. CA Insurance License # 0L99036

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.