We are dedicated to providing our clients with up to date industry information while serving as a business partner. We are committed to excellence at every point of contact, and it begins with a dedication to you - to listen, to advise, to build a relationship - and it's an ongoing process.

Our client accounts exceed $1.9 billion*

*Assets include annuities, brokerage, advisory, and retirement plan assets, life insurance cash value (as of May 2014)

27 offices

in seven states

More than 100,000 customers nationwide

$5.5 billion+

Inforce life insurance (as of May 2014)

 

 

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There is a BIG October 1st Deadline!
Since there are so many people who are getting 1099's and setting up individual LLC's or home-based side businesses...

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