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 offices are licensed to sell insurance products in the following jurisdictions:
CO, FL, MA, NJ, NY, GA, NC, OH, TX, OK, IA, ME, MI, PA, VA, VT, WA, UT, DC, SC, WV, IL, KY, WI
Anna "Chana Aliza" Borgman, domiciled in FL; CA Insurance License #0K99381
Carlos Enrique Machado, domiciled in FL; CA Insurance License #0K84014
Zachary Mann, domiciled in FL; CA Insurance License #0K37381
Enrique Villegas, domiciled in FL; CA Insurance License #0H21403
We also have agents licensed to sell securities in the following jurisdictions:
NY, FL, NJ
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.