Most plans will be reviewed by an Attorney and CPA before implementation. Most plans require underwriting for Term, Indexed Universal Life, Whole Life and a combination. I am an expert in this field and I am here to get you covered in the right plan for you, your family, business and business relationships.
Since 1996 we have actively held a state license to sell our products. The only way that this license can be acquired is by passing the state life insurance test that is offered by each state's insurance commissioner. We take pride in staying current on what is happening in the industry, we continually take educational courses to keep up-to-date on new and change products in the marketplace .
There are many kinds of insurance to handle what comes your way. The options and types of coverage varies greatly, let us show you how to handle the most difficult situations.
As your life situation changes, so do your insurance needs. And having someone there for you is essential. Your insurance coverage should reflect important changes in your life such as marriage, the birth of a child, a move, or failing health. Aside from these momentous events, we will review your coverage annually to determine your needs.
I'm honored to help you where others may have failed, and to work with you in solving your personal or business quandary. When you step back and see what I have accomplished for others, it make me proud to have been a benefit to so many of my clients. In an incredibly competitive environment, we're winning by developing unique compelling solutions and connecting fresh ideas, relevant applications and integrated approaches that others may not have seen nor tried.