FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I do not charge any upfront fees to get started or to rollover your qualified plan into your own individual account.
- What is your typical process for working with a new customer?
We believe in respectful, nonpressure process. On the first visit, a licensed associate discusses concepts, gathers data and information, and makes a follow up appointment. The licensed associate performs a financial needs analysis. The licenced associate returns to present the analysis and recommendations.
- What education and/or training do you have that relates to your work?
Financial Advising & Life Insurance Continuing Education. Product Provider Training. Anti-Money Laundering classes.