Company History

1998 incorporated. Founded by 3 Ex-IBM insurance consultants
1998 – 2001 - Created Asset Library & built client base
2002 – Released Insurance Training
2003/2004 – Formulated Strategic Services
2006 – Won 50th client
2007 – Acquired Apteon USA
2008 – Opened Offices in PA & OH
2008 – Added key staff & Clients