FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My pricing varies for each type of situation for my clients and they are all different. I don't standardize it because I work with the customers to get them the lowest rate based on everything related to their situation.
- What is your typical process for working with a new customer?
I introduce myself and give them a competitive quote. Then hope to get in contact with them in order to schedule a day to come and look at the their current financial situation or even to do the planning and recommendations as soon as possible. I get along great with all my customers and even make friends them. I give financial recommendations with the highest standard and ask for a review to continue building my business. I stay in touch with my customers and see them as often as they would like!
- What education and/or training do you have that relates to your work?
I am a college graduate with a Bachelor's in Business Administration with a Major in Finance. I have several years in the industry since graduation and am fully licensed with Health Insurance, Life Insurance, Series 7, and Series 66 licenses.