What education and/or training do you have that relates to your work?
Required continuing education every 2 years.
How did you get started doing this type of work?
My desire to help people in numerous ways evolved into a more comprehensive and holistic approach to services both inner & outer.
What types of customers have you worked with?
401k Rollovers, Life Insurance, Estate Planning, IRA accounts, Auto, Home and Wealth Management.
Describe a recent project you are fond of. How long did it take?
A lady had a terrible whole life "final expense" policy with a death benefit of only $10k. I got her a new $250,000 policy to help provide for her 6 children for only $3 more than what your premium was prior.
What advice would you give a customer looking to hire a provider in your area of work?
Find a professional who isn't just about making money but has a passion for what they do and it shows in their community involvement.