FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Consultations are free - no hidden fees and no out of pocket cost if you decide not to pursue our services.
- What is your typical process for working with a new customer?
A typical consult involves an FNA, a financial needs analysis, to determine if you need life insurance and if so, how much. It is tailored to fit your budget and needs.
- What education and/or training do you have that relates to your work?
I have my life license through the state of Florida and am currently undergoing Kaplan studies for my investments license to better serve my clients and their families.