FAQs
- What types of customers have you worked with?
I offer clients health insurance, dental and vision coverage, life insurance, disability insurance, long term care coverage, medicare supplement plans for my senior clients, fixed and equity indexed annuities in addition to asset management services.
- What advice would you give a customer looking to hire a provider in your area of work?
Don't just listen to what an advisor is saying. Do their mannerisms back up what they say? Do they appear to be telling the truth, or are they just a good talker? Don't be fooled by expensive suits and big promises. Look for sincerity, ask for referrals of clients that you can talk to, and most importantly stay in touch with your advisor. If they don't communicate with you openly and often, then you should look for someone who does.