We'd love to hear from you
You can arrange an appointment by clicking on the following link to set up a 30 minute phone call where we can get to know each other. Schedule a 30 Minute phone call.
or, if you prefer, you can make an inquiry by phone or email, or fill out the form below.
Most appointments are virtual, using internet, zoom, and other software for complete and thorough analysis and explanation. We have clients throughout the country and are licensed in many states and can license wherever you live. There is no pressure to buy anything. We are here to see if we can help you find solutions to your problems.
The first step is to get to know each other and determine whether we can be of help.
The second phase is to do a thorough analysis of your situation and needs, and to clarify your wants and desires. Then we take that information back to our research team to develop a strategy or strategies to accomplish what you have laid out.
Our next meeting will be to present our detailed suggestions, showing you how they fit your situation and meet your needs, giving you an opportunity to fully understand everything presented and to review and question each strategy line by line, and then to select what you feel comfortable will meet your needs. There is never any urgency to buy any life insurance policy or annuity. You need to fully understand all terms and conditions and be comfortable that your decision will meet and fulfil your needs.
Then, if you decide to move forward, we will assist with making application and processing the paperwork. At no time do you ever give us your money. When it is time to fund your selections, it will be done directly with the insurance carrier or carriers you have selected. We are there to help and serve you every step of the way. All decisions are strictly yours. Our job is to present ideas to help you achieve your objectives and make sure that you fully understand all aspects and implications of any decisions you make.
After you have made your decisions and implemented your strategies, we remain available to periodically review your progress towards your goal and to suggest revisions as necessary. As economic conditions and needs change, it is often necessary to fine tune the playbook to achieve optimum results.