Licensing

Our Financial Professionals 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 Professionals must pass exams to obtain a license to sell products in your state.

We have individuals licensed to sell insurance products in the following jurisdictions:

AZ, AK, CA, CO, DC, FL, HI, ID, IA, KS, MI, MN, MT, NC, NM, OR, TX, UT, WA

California Insurance Licensing: Edward Lebold, domiciled in Oregon, California Insurance License #OC97700.

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

AK, AZ, CA, CO, DC, HI, OR, TX, UT, WA,