FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We price by the form. We will discount if necessary. Our prices tend to be lower than average.
- What is your typical process for working with a new customer?
Gather Information Quote price and time period Deliver a quality results with excellent customer experience.
- What education and/or training do you have that relates to your work?
Bachelor Degree In Economics Registered Tax Professional IRS and NY State Over 40 Hours of annual training and continue education classes. Registered Investment Manager Life Insurance Agent