FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Fee based or Flat fee
- What is your typical process for working with a new customer?
Identify their #1 problem and solve it.
- What education and/or training do you have that relates to your work?
Business degree from Loyola University, Series 63,65. Insurance producer. 16 years experience managing working with investors.