FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We do not charge to put the plan together, we are paid through the company and by whatever product provider we use.
- What is your typical process for working with a new customer?
We usually setup an hour appointment to meet and go over their financial situation, I show them all the best products that would help their situation, and then we plan out what goals and timeframe is important to them. At least Once a year after that we meet up for review of plans to make sure we are still on the correct course for them.
- What education and/or training do you have that relates to your work?
I am licensed in financial services, annuities, and Life Insurance.