FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Q: How are your consultations done? A: All consultations are free and fully virtual, so you can meet with me from anywhere — phone, tablet, or laptop. We’ll review your goals, answer your questions, and explore your best options with no pressure to buy.
- What is your typical process for working with a new customer?
Q: What happens after I book a consultation? A: Once you book, I’ll review your short questionnaire to get to know your goals and current coverage. We will meet over the phone or over zoom during our virtual meeting (whichever is most convenient for you), we’ll go over your personalized options, answer questions, and if you’re ready, take the next steps together.
- What education and/or training do you have that relates to your work?
I am licensed in GA and 5 other states and counting. My team is licensed with over 20 states. We will soon be licensed in all 50 states leaving no family left behind.