Licensing Product Operations & HR


Our Licensing Department, just like our other departments, takes servicing our Advisors seriously!  Licensing  is responsible for contracting new and existing advisors, obtaining appropriate, up-to-date information and verifying for accuracy to determine if advisors are qualified for contracting. We handle correspondence from insurance companies regarding the licensure of advisors and field all questions regarding licensing and contracting. We pride ourselves on offering quick and efficient customer service.

Have a question?


  • Dana Ramirez
    Dana Ramirez Licensing Specialist
  • Patrick Walsh
    Patrick Walsh Product Specialist
  • Marybeth Gioia
    Marybeth Gioia Administrative Assistant
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