Very Important Individuals
We sit down with our clients to custom tailor solutions to their needs, in a relaxed & friendly atmosphere.
- Planning to have a baby?
- Family history of cancer or heart problems?
- Active lifestyle and/or accident-prone child?
- Ongoing health concerns?
- Family situation?
- Budget constraints?
- Providing for their family after they are gone?
We understand that all of these things can affect our clients’ priorities, and we work with many different Carriers, and the Exchanges, to find solutions to their individual situations.
We want to be sure each person feels “safe,” so that they are comfortable asking questions. Asking questions is one of the keys to getting the right plan for YOU. So we encourage you to ask us as many questions as you like, and we will ask you some too. Because our meetings are so personal, they usually take 1 to 2 hours.
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