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:
AL, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, NM, NV, OR, SC, TX, UT, VT, WA, WY 

Securities
We have individuals licensed to offer Securities in the following jurisdictions:
AZ, CA, FL, ID, MT, NM, NV, OR, TX, UT, WA 

We cannot communicate with, nor respond to, requests from users who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.

California Insurance Licensing
Michael Fishman, domiciled in ID, California Insurance Lic. #0B49133
Steve Fransen, domiciled in ID, California Insurance Lic. #0H08378
Ed Glennon, domiciled in ID, California Insurance Lic. #0D44518
James Wallace (Broker), domiciled in WY, California Insurance Lic. #0C57363
Justin Walker, domiliced in ID, California Insurance Lic. #OH38894

CRN201501-143460

Insurance

We have individuals licensed to sell insurance products in the following jurisdictions:
Alabama, Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Kentucky, Maryland, Maine, Michigan, Minnesota, Nevada, Oregon, South Carolina, Texas, Utah, Vermont, Washington, Wyoming, Iowa, New Mexico

Securities

We have individuals registered to offer securities in the following jurisdictions:
Arizona, California, Florida, Idaho, Montana, New Mexico, Nevada, Oregon, Texas, Utah, Washington

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 Freedman, domiciled in Idaho, CA Insurance License #0G42430

B. Leroy Elliot, domiciled in Idaho, CA Insurance License #0F64250

David Riffe, domiciled in Idaho, CA Insurance License #0D91162

Deborah Dale, domiciled in Idaho, CA Insurance License #0D32837

John Potter, domiciled in Idaho, CA Insurance License #0818203

Justin Walker, domiciled in Idaho, CA Insurance License #0H38894

Karl Schwarz, domiciled in Idaho, CA Insurance License #0L50287

Lindasue Shelton, domiciled in Idaho, CA Insurance License #0659679

Michael Madsen, domiciled in Idaho, CA Insurance License #0H33566 

Roscoe Orton, domiciled in Idaho, CA Insurance License #0F49322

Shuwun Ma, domicilied in Idaho, CA Insurance License #0L51245


CRN202102-244205