FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We are a life insurance company that offers Last Will and Testament services because most people we meet with have Life insurance but do not have Burial insurance to supplement their Will.
- What is your typical process for working with a new customer?
We sit down with you and your spouse/significant other face-to-face virtually online using Zoom. We get to know your needs and provide services to fill those needs and any gaps that may come up.
- What types of customers have you worked with?
We primarily work with Union members, high-risk labor workers, police officers, firefighters, teachers and military veterans to assist them with legacy building financial planning products such as life insurance and last wills and testaments.