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:
California, Alabama, Arizona, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Iowa, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, New Jersey, New Hampshire, New Mexico, Nevada, New York, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming

Securities

We have individuals registered to offer securities in the following jurisdictions:
Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Iowa, Indiana, Illinois, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Mississippi, Missouri, Montana, North Carolina, New Jersey, New York, New Mexico, Nevada, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming, New Hampshire, North Dakota

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

Harlan Singer, domiciled in Florida, CA Insurance License #0F78080
Yaron Kfir, domiciled in Florida, CA Insurance License #0G42767
Todd Friedman, domiciled in Florida, CA Insurance License #0H07141
Alan Veingrad, domiciled in Florida, CA Insurance License #0H80682
Oscar Francis, domiciled in Florida, CA Insurance License #0I24744
Esther Francis, domiciled in Florida, CA Insurance License #0J00767
William Howard, domiciled in Florida, CA Insurance License #0K64094
Jim Winstel, domiciled in Florida, CA Insurance License #0C51893

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