About Us

Licenses

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.

Insurance

We have individuals licensed to sell insurance products in the following jurisdictions:
California, Connecticut, Florida, New Jersey, New York, Pennsylvania

Securities

We have individuals registered to offer securities in the following jurisdictions:
Florida, New Jersey, New York

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

Aaron Klein, domiciled in New York, CA Insurance License #0C93435
Mayer Kramarsky, domiciled in New York, CA Insurance License #OH85399
Howard Sternheim, domiciled in New Jersey, CA Insurance License #0I65207

CRN201610-187820


CRN201903-209239