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Education and Training
We conduct periodic in-house training and outside seminars for all of our in-house and field personnel to apprise them of latest news and regulations regarding our industry.
We have a special team to assist you with questions regarding your issue status, underwriting, etc. as well as current reports on your existing policies.
This Department handles all other general customer inquiries regarding change forms, processing applications, change of address, new accounts, transfers, schedule appointments, etc.
A Special Department created to assist our registered representatives to serve you more efficiently.
Devoted to researching and developing specialty investment products to meet the special needs of the sophisticated and accredited investors for the purpose of meeting unique financial situations.
Filing and Record Keeping
The most important department of all – as we are required to maintain the most exacting records of your account, including all forms of communication, whether written or oral, and including e-mail, instant messaging, etc.