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 offices

in eight states

More than 100,000 customers nationwide

$6.9 billion+

Inforce life insurance (as of January 2017)



Free E-Books to Help You

Tap into our vast library of resources that can only be found through our catered collection. Learn about true financial freedom, pay taxes on time and much, much more.

Latest Blog Post

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...

Read On

Careers: Join the Team

Unleash your entrepreneurial spirit! Achieve your vision of success. Our open architectural platform allows for the financial professional to represent the client without any bias towards product providers.