| Products: | Employee Benefits |
| Services: | Estate Planning, Retirement Planning, Estate Conservation, Estate Preservation, Life Planning, Pension Planning |
| Specialties: | Dental, Long-Term Care |
| Credit Rating: | Very Good |
| Sales Volume: | 10M - 20M |
| Employee Size Range: | 100-249 |
| Franchise/Chain: | Standalone |
| Number of PC's: | 2-9 |
| Square Footage: | 2500-9999 |
| Fortune 500: | No |