Creating an insurance and financial blueprint is a two-way street, which means that the key to getting maximum value from our relationship is communication and candor.
It’s important to:
Get acquainted. Please contact me to arrange a no obligation consultation to review your situation and discuss the products and services that can help you.
Educate your agent. Don't expect me to be a mind reader. I may anticipate many of your needs, but will not assume anything. That's why it's so important that you be candid in providing information. Take a few minutes to fill out a brief Confidential Questionnaire.
Educate yourself. At the same time, you too should ask a lot of questions. Be inquisitive. Ask me for details and explanations about recommendations and how certain plans may work. Remember, the only "dumb question" is the one that isn't asked.
Make it a team effort. Let’s work together. Think of me as your coach. Listen carefully to the recommendations, but remember — I am on the side line calling the play; it is your job to execute the play. A team is only as good as the players on the field.