| Products: | Annuities |
| Services: | Business Services, Consultations, Individual Services, Commercial Services, Counseling, Estate Conservation, Estate Preservation, Inheritance Planning, Life Planning, Personal Services |
| Specialties: | Estate Planning, Insurance |
| Credit Rating: | Good |
| Sales Volume: | 500K |
| Employee Size Range: | 1-4 |
| Number of PC's: | 2-9 |
| Square Footage: | 0-2499 |
| Fortune 500: | No |