Our Qualifications

*49 years in financial services business

*Chartered Financial Consultant (CHFC)

*Chartered Life Underwriter (CLU)

*Series 7 General Securities Representative

*Series 63 Uniform Securities Agent State Law

*Securities registered in Indiana, Illinois, Ohio and Florida

*Life & Health Indiana Insurance licensed

*Presented many public seminars

*Taught numerous financial/insurance schools

*General Agent for several life insurance companies

*Independent agent with several additional insurance companies

*Registered Representative and Investment Advisor Representative with Cetera Advisor Networks LLC