Licensing

Our Financial Services Representatives combine their education in financial services with their 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.

Our office is licensed to sell insurance products in the following jurisdictions:

 AR, AZ, CA, CO, FL, GA, IL, KS, MA, ME, MI, MN, MS, NC, NH, NJ, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, WA, WI

We also have agents licensed to sell securities in the following jurisdictions:

CO, CT, GA, IL, MN, NC, NH, NY, SC, TX, UT, VA, WI

Lynn Bowser – domiciled in NC. CA License # 0L44810, AR # 17312534

Max Kunisch – domiciled in NC. CA License # 4065663

We cannot communicate with, nor respond to, requests from customers who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.