MY PROCESS

STEP 1 - Discovery

Getting to know what's important to you. Discussing goals and completing a fact find or a health and financial needs analysis.

STEP 2 - Custom Proposal

Reviewing recommendations together in detail. Discussing pros and cons.

STEP 3 - Taking Action

Requesting, completing, and submitting documentation. As well as, ordering medical underwriting.

STEP 4 - Implementation

I deliver your policy to you, and we review it together. A few more signatures needed, and just like that...YOUR INSURED/COVERED!