Our financial services representatives combine their education in financial services with an in-depth 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.


We have individuals licensed to sell insurance products in the following jurisdictions: AR, AZ, CA, CO, FL, IA, IL, KY, MD, MO, NC, NH, NY, PA, TN, TX, UT, VA
California Insurance Licensing: #David A. Jacobs domiciled in NY CA Insurance License No. 0I34166
Arkansas Insurance Licensing #440369


We have individuals registered to offer securities in the following jurisdictions: KY, NY