FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
my services are typically provided at no direct cost to the client. I have clients compare life insurance option and find coverage that fits their needs and budgets, and I'm compensated by the insurance company wants the policies issued.
- What is your typical process for working with a new customer?
my process usually starts with a short conversation to understand the clients financial goals, family needs, and budget. from there, I analyze their situation, recommend suitable life insurance options, and help them choose a plan that fits their needs. once they are comfortable, I guide them through the application and approval process.
- What education and/or training do you have that relates to your work?
I'm a licensed to life insurance professional and have received industry training in life insurance planning, client financial needs analysis, and policy design. since starting in 2020 I've continued developing my knowledge through professional training and real world experience helping clients protect their financial future.