FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
You don’t pay me ANYTHING! My unique approach protects your funds in policies. These policy companies pay me as a thank you for referring you to them. None of your money goes to my commission. I love this structure because it ensures I work for what’s best for YOU, and not just my best interest.
- What is your typical process for working with a new customer?
Fill out a financial form so we can break down your financial strengths and weaknesses. We can then move forward with a plan that both aligns with your goals and budget.
- What education and/or training do you have that relates to your work?
Licensed and continued education to keep up on latest available products that can best grow your money.