FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
The initial consultations are free. The pricing system depends on the product or service the client needs.
- What is your typical process for working with a new customer?
The typical process is 1 initial meeting with a follow-up meeting to answer any additional questions. There after we will meet annually or as the client needs.
- What education and/or training do you have that relates to your work?
I am a registered rep with a Series 7, 66, 6, 63 and health, life insurance and variable annuity licenses. I have a business management bachelor's degree from the University of Central Florida. I am also a certified employees benefits specialist and project management certified.