| Products: | Employee Benefits, Group Policies, Individual Policies, Personal Policies |
| Services: | Benefits Consulting |
| Certifications: | Licensed |
| Credit Rating: | Good |
| Sales Volume: | 1M - 2M |
| Employee Size Range: | 10-19 |
| Franchise/Chain: | Standalone |
| Number of PC's: | 2-9 |
| Square Footage: | 2500-9999 |
| Fortune 500: | No |