Licensing

Licensing

Policy Help Desk is a trade name of R&A Financial Strategies LLC, a licensed independent insurance agency. Sections in [brackets] still need details from R&A Financial Strategies LLC before this page is final.

Agency license

Agency name: R&A Financial Strategies LLC
Trade name: Policy Help Desk
License number: [LICENSE NUMBER]
National Producer Number (NPN): [NPN]
Resident state: [RESIDENT STATE]

Where we are licensed

[LICENSED STATES]

[CONFIRM HOW AGENTS WHO TAKE CALLS ARE LICENSED IN EACH STATE WHERE THEY DISCUSS OR OFFER INSURANCE.]

What we are and are not

We are an independent agency. We are not affiliated with any insurance company, and we do not issue policies. We can't see your account with your insurer or make changes to your policy. Policy changes are handled by your insurer.

Checking a license

You can look up an agency or agent license with the department of insurance in your state.

Questions about our licensing can go to [LICENSING CONTACT EMAIL].