How We’ll Work Together
We’ll first have you complete a brief new prospective client data form and return it to us (note: all information you provide is held as strictly confidential between you, us and any insurance company we may help you apply to). Armed with this information, we will research best options for you.
Next, we will meet on Zoom to review the options we’ve uncovered for you and get all your questions answered. Once we’ve identified the option you feel is going to work best for you – both in terms of coverage and price – we’ll complete an application to see if we can qualify you for it.
We believe you will find that our approach is pressure-free and educational, and that we serve more as advisors than salespeople. We’ll listen to you and your needs and desires carefully before making recommendations, and we’ll stick with you patiently until any and all of your questions are answered. If we assist you in applying for a plan, we will keep you well informed during the application process. And once your coverage is issued, we’ll be here for you any time you have a question or need.