Broker Check
 

Our Presence in the Community

We are proud to work with over 2,7472 clients

Helping clients protect what matters most

Life insurance coverage in force

$1,101,910,744

Number of life insurance policies in force

2,233

Income protection in force

$2,184,600

Number of disability income policies in force     

328



Providing value to our clients and their families

Client policy and account values3

$46,608,633

Dividends to whole life policyholders4  

$272,884


Note: All figures reflect policies and contracts of the primary servicing agency.

¹Reflects all in force policies and contracts serviced by this agency as of 12/31/17.
²Includes owners of in force life, disability income, long term care, policies as well as all securities accounts.
³Represents in force cash values for life insurance, and market values of all securities accounts. Market values of securities accounts are subject to significant changes due to market conditions. The values provided should not be used in making a determination on the quality of services provided by representatives of this agency.
⁴Represents Dividends paid in 2017 on Whole Life policies, excluding closed and surrendered policies.