We offer insurance. 

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Life Insurance, Long Term Care Insurance, and Disability Income Insurance.

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We know how these insurance products work, we know insurance companies work.

We help our clients obtain the best insurance available on the market to protect them financially. 

To do that, we must learn about our clients so we can can make the best recommendation possible and help them navigate the application process.  

And later down the road, we are still here to help re-explain how it works years later, help makes changes, or help make claims when necessary.  

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Consultation and advice are free. It is not a sales appointment. It is about you, your needs, and your questions. It is important that we discover your needs so that we can recommend good financial solutions for you. 

 

 

We will address questions like this:

• What types of insurance should you have?

• How much insurance makes sense considering your income, family, health, etc?

• What is the best way to get insurance?  Tricks of the trade you should know

• How does your coverage at work work?

• Anything else you want to address

• Reviewing your existing insurance -

  • How does it work, can you count on it or are there holes in it? 

• Anything else you want to address

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Click the button above to schedule a meeting.