| Products: | Life Insurance |
| Services: | Bookkeeping Services, Disability Insurance, Health Insurance, Retirement Planning, Tax Return Preparation, 401K Planning, Health Benefits, Health Care, Medical Insurance, Pension Planning |
| Specialties: | Annuities |
| Credit Rating: | Very Good |
| Sales Volume: | 500K |
| Employee Size Range: | 1-4 |
| Franchise/Chain: | Standalone |
| Number of PC's: | 2-9 |
| Square Footage: | 0-2499 |
| Fortune 500: | No |