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 $3.9 billion**Assets include annuities, brokerage, advisory, and retirement plan assets, life insurance cash value (as of January 2017)
21 officesin eight states
More than 100,000 customers nationwide
$6.9 billion+Inforce life insurance (as of January 2017)