Very Important Individuals
We usually schedule about an hour one-on-one meetings when working with Individuals and Families. Your RMB broker wants you to feel “safe,” so that you 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.
- 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?
Your RMB broker understands 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.
From time to time, while we are talking, we may discover that the best way for us to help you is to refer you to another organization. But if we do refer you out, your RMB broker will make sure you have the tools and knowledge you need before we do.