FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing is customized to clients needs, but anyone can get started at $25.00 month
- What is your typical process for working with a new customer?
"PEOPLE DON'T PLAN TO FAIL, WE FAIL TO PLAN" Helping clients understand common sense products vs high commission products. Education is key!
- What education and/or training do you have that relates to your work?
Licensed with the State of California, 11yrs experience setting up clients living trust and life insurance. More than 10,000 hours logged and more than 2,000 families helped.