- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing is not an issue with my business since we are compensated by the companies I represent as an independent agent.
- What is your typical process for working with a new customer?
We have an introductory conversation to see if we are a match and can bring you solutions. Next, we take inventory of income, assets, debts, insurance, and goals through our confidential questionnaire. After we present or not with options for your review at no cost..
- What education and/or training do you have that relates to your work?
I have a bachelor's in finance from Morehouse College and have licenses to do life insurance. annuities, long-term care. I maintain continuing education in various areas of insurance contracts.