Annuity Carriers

 

States that have adopted the NAIC Model Regulation

Alaska Kentucky Texas
California Maryland Washington
Colorado New Jersey West Virginia
Connecticut New York Wisconsin
Dist. of Columbia North Dakota  
Hawaii Ohio  
Illinois Oregon  
Indiana Rhode Island  
Iowa South Carolina  

Carrier Specific NAIC Training

 

  • Our Philosophy
  • In a complex world our philosophy is a simple one:

    Operate with integrity and earn your business.

    As a result we "earn it" with advisors every day. We believe that among the various competitors in the world of financial services, advisors are uniquely qualified to serve the financial needs of Americans. With a heritage of personal service that is unequaled, advisors are up close with those they serve - a fact that places them in a favorable posture to succeed in the future.