Companies We Represent

Our Partners

We have strategic relationships that enable us to fulfill our client’s product and service needs at the highest level. We provide clients access to the specialized knowledge, financial products and investment tools that their success has earned.

GuardianINGAXAMutual of OmahaJohn HancockTransamericaGenworth FinancialMetlifeAllianz LifeOhio National

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  • Testimonial

    "I have known Roy since we were first starting out in our respective businesses. When we first met, I was a junior copywriter and Roy was just getting his feet wet in the insurance business. His approach was remarkable – it was entirely based on my needs, not his. I've been a client ever since. And I recommend Roy’s services without any reservations."

    February 2, 2004
    Leon Sterling