FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I am contracted with most major insurance carriers and am able to compare prices to get you the best rate possible. I work with people in all budgets to get a product they can afford.
- What is your typical process for working with a new customer?
I generally like to meet with new customers in their home to best understand their goals, needs, and priorities. However, I understand some people prefer to meet virtually, which I can do as well. In most cases, I am able to find a policy the same day.
- What education and/or training do you have that relates to your work?
I was an occupational therapist working with seniors for 25 years before moving into the financial service industry. I am licensed and insured in Arizona.