about us

Licenses

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 comprehensive exams to obtain a license to sell products in your state.

Insurance

We have individuals licensed to sell insurance products in the following jurisdictions:
Alabama, Arizona, Arkansas, California, Colorado, Florida, Illinois, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Mississippi, Montana, Nebraska, North Carolina, New Mexico, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia

Securities

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

We can neither communicate with nor respond to requests from prospective clients who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.

California Insurance Licensing

Stephen Collins, domiciled in Texas, CA Insurance License #0139888
Peter Lewis, domiciled in Texas, CA Insurance License #0C76733
Charles Matt, domiciled in Texas, CA Insurance License #OG43407
Ronnie Huie, domiciled in Texas, CA Insurance License #0C49208
George Becknell, domiciled in Texas, CA Insurance License #0766089

Arkansas Insurance Licensing

Steve Collins, domiciled in Texas, AR Insurance Producer License #41427

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CRN201903-209239