| Services: | Life, Health, Investments, Estate Planning |
| General Content: | Carrie Stefan, Emp. Benefits, Linda L Wells, Michael W Bruin |
| Credit Rating: | Excellent |
| Sales Volume: | 500K - 1M |
| Employee Size Range: | 5-9 |
| Franchise/Chain: | Standalone |
| Number of PC's: | 2-9 |
| Square Footage: | 0-2499 |
| Fortune 500: | No |