FAQs
- What is your typical process for working with a new customer?
We assist our clients navigate the complexities of insurance. We take the time to discuss with our clients the specifics of their individual needs while maintaining the privacy and security of their personal information. We insure this by either meeting with our clients face to face or by phone consultation.
- What education and/or training do you have that relates to your work?
Besides the standard continuing education, I do have an LUTCF and a CLU designation. The Chartered Life Underwriter® (CLU®) is a prestigious course of study providing in-depth knowledge on the insurance needs of individuals, business owners and professional clients.
- What types of customers have you worked with?
We work with individuals and families of all ages, as well as companies from start-ups to those that have been in business for generations.