We begin with an initial Zoom call. During that call, we review your current life and disability policies, and then we move on to analyzing your health status, family situation, and financial lifestyle.

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Once we gather all the relevant information, we come up with a plan. We protect your income by ensuring that you have sufficient life and disability insurance, which can mean either starting new policies or replacing and/or upgrading your current ones.

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Once we have the proper insurance in place, we will then see if we can help structure your savings and retirement plan.

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Finally, we check to see if planning for old age, like annuities and long-term care, is relevant or necessary.

 

Our interactive Zoom meetings utilize illustrations to help you learn and understand your options.

 

We try to keep things easy and simple, which is why our insurance policies may be able to be done without a medical exam.