FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I don't charge for my initial intake and education
- What is your typical process for working with a new customer?
1. 30 minutes intake and education 2. Education and Solutions 3. Decision and follow up 4. 3 month followup
- What education and/or training do you have that relates to your work?
I am licensed by the state of GA, Insurance commissioner. I attend relevant training from all carriers, providers. My license is current and am compliant with State and Federal Laws I dedicate 20% of my time every week to training regarding financial concepts and recent trends