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Expert Advice
Our team of insurance experts has over 50 years of combined experience in the industry. We are here to answer your questions, provide advice, and guide you through the insurance process.
Our Process
1. Schedule an appointment with us and we will get the ball rolling!
2. We will have an initial call where our conversation is simply to learn your family's needs.
3. We then schedule a follow-up call, get to work on our end, and call back to discuss the best financial options to protect your family and achieve your financial goals.
If life insurance is the primary goal, we will gather some basic background health information that will allow us to get to work on finding the best carriers that meet your needs, health situation, and budget.
If your needs our annuity oriented, we will discuss your current financial situation and your retirement goals.
If the needs are broader investment solutions, we will talk through those goals and risk tolerance.
Every family is different and has different needs and considerations. We get to work, find the best carrier(s), and schedule a follow-up call to report back with what we find to talk through in more detail.