The Essential Step was established in June of 2008 to provide current and prospective financial
service professionals with the tools essential for successful acquisition of industry licensing. We focus on insurance
and securities license exam preparation in the areas of Life and Health Insurance, Property and Casualty Insurance, and Series
6 and 63. We are committed to the classroom experience where we find higher passing ratios, but if we encounter a student set
on self-study, we have materials available.
Regardless of which path you choose, our mission is
to make your licensing experience a memorable and rewarding one.
May of 2009, The Essential Step now offers Continuing Education classes in addition to Pre-licensing classes! See our
"Services" page for details!
We hope you'll find the information
you need on this site about our company and the products and services we provide. Listed are the services we currently offer.
If your needs are not within our menu, please ask and we'll make every effort to accomodate. We look forward to
working with you!