FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Zero cost for the planning. Once you see the illustrations, the client can choose to sign up for the options that are presented.
- What is your typical process for working with a new customer?
First i will do an analysis where i will ask questions about their financial goals and Lifestyle habits. With that information, i will design an illustration of their financial plan and/or insurance product options.
- What education and/or training do you have that relates to your work?
Our team is licensed in Securities, Life, and health