- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing is based on any. number of factors depending on the product or service and would be covered during our consultation once I or another agent has enough information to generate a proper estimate.
- What is your typical process for working with a new customer?
When we take on a new client we like to learn more about who you are as a person, your hopes, dreams and desires, this information along with having a candid discussion regarding your financial goals and investment timeframes allow us to help you make the right financial decisions that meet your current and future life needs. Essentially, we want to build a relationship with you first so we understand your situation completely so we can do what's right.
- What education and/or training do you have that relates to your work?
I am licensed to sell life insurance in: Maryland, Alabama, District Of Columbia, Delaware, Georgia, Louisiana, North Carolina, Texas and Virginia. I am licensed to sell securities investments in: Maryland, Alabama, California, Florida, Louisiana, Texas and Virginia I have passed FINRA Investment exams: SIE, Series 6, Series 26, and Series 63