| Local | 704-487-9661 | 
|---|---|
| Toll Free | 800-456-9661 | 
| FAX | 704-487-7248 | 
Financial Representatives
 
                                        Shawn Hendricksen
                                                                                                    financial representative
                                                                                                    
                                                    704-284-5340
                                            
                                         
                                        Mary Houey
                                                                                                    financial representative
                                                                                                    
                                                    704-284-5443
                                            
                                         
                                        Chris Kratzer
                                                                                                    registered representative
                                                                                                    
                                                    704-284-5344
                                            
                                         
                                        Renee Warthen
                                                                                                    financial representative
                                                                                                    
                                                    704-284-5331
                                            
                                        Financial Solutions
- Life Insurance
- Mutual Funds
- 529 College Savings Plan
- Annuities
- Individual Retirement Accounts (IRAs)
- Critical Illness Insurance
- Accidental Death Insurance
- Long-Term Care Insurance
- Medicare Supplement Insurance
- Disability Income Insurance
- Supplemental Health Insurance
- Group Major Medical
- Retirement Planning
- Small Business Solutions












