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Licensed states
Life insurance and annuities in ten states
Independent agent for term life, IUL and annuities in Arizona, California, Florida, Georgia, New Jersey, North Carolina, Pennsylvania, South Carolina, Texas and Virginia. New states added as clients need them.
| State | Term life | IUL | Annuities | How we meet |
|---|---|---|---|---|
| Arizona | Yes | Yes | Yes | Phone or video |
| California | Yes | Yes | Yes | Phone or video |
| Florida | Yes | Yes | Yes | Phone or video |
| Georgia | Yes | Yes | Yes | Phone or video |
| New Jersey | Yes | Yes | Yes | Phone or video |
| North Carolina | Yes | Yes | Yes | Phone or video |
| Pennsylvania | Yes | Yes | Yes | Phone or video |
| South Carolina | Yes | Yes | Yes | Phone or video |
| Texas | Yes | Yes | Yes | Phone or video |
| Virginia | Yes | Yes | Yes | In person (Northern VA) or video |
Don't see your state?
We add licenses as clients need them. Call 585-305-2330 or send a question, and read our free guides in the meantime.
Which states are you licensed in?
Arizona, California, Florida, Georgia, New Jersey, North Carolina, Pennsylvania, South Carolina, Texas and Virginia, for life insurance (term and IUL) and annuities.
I live in another state. Can you still help?
Call 585-305-2330 or email nagendra@truefinservices.com. We add state licenses as clients need them. Until then, our free guides explain how each product works so you can compare options anywhere.
Do I have to meet in person?
No. Most clients meet by phone or video and sign electronically. We also meet in person in Northern Virginia.
How can I verify your license?
Use your state insurance department's agent lookup or the NAIC's national license lookup at naic.org.
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