Insurance Agent/Broker/Consultant
Agent/Broker offering:
Personal:
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Final Expense Life Insurance,
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Single Premium Whole Life Insurance,
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Annuities,
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Juvenile Term Life Insurance,
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Virtual Urgent Care, Virtual Primary Care, Virtual Mental Health Care (not insurance)*. click here
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True Freedom Home Care plans- an affordable alternative to Long Term Care Insurance (not insurance)*.
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1Dental (not insurance)* clik here
Business:
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Group Virtual Healthcare (including mental health care)
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AFLAC
Policy Review and Consultation:
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Do you truly understand the coverages that you have?
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Are you comfortable that you are adequately protected?
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Are you worried that you are overinsured?
I can help!
With retirement on the horizon, I’m changing my focus. I want to ensure that people truly understand their insurance coverages.
Whether you’re looking for a second opinion or your agent/broker has retired and you simply have questions, I can help.
My fee is hourly and I’m available for individuals, families and small businesses.
Simply call me for a free, no obligation “conversation”. If we click, we can move forward…
While I’m not actively offering other products at this point in my career, I do have referral partners that I can send you to.
Licensed in New York, New Jersey, Pennsylvania, Virginia, North Carolina and Florida.
Multi-State Approved Continuing Education Instructor.
Products are NOT available to consulting clients. Once a consultant relationship is established, no insurance products will be offered.
*Products are NOT insurances.
Fiduciary Responsibility
We have a fiduciary responsability to our clients.
Many people have concerns about who will act on their behalf in handling their fiduciary matters, including “solo agers”, those who live alone with no immediate family in the area. There are also people whose family members don’t feel comfortable helping and, of course, there are solo agers who would prefer that their family members are directly involved.
Working in collaboration with our clients’ attorneys, we will accept power of attorney assignments and professionally handle the responsibilities associated therewith.
Mission Statement: Our goal is to support and promote excellence in daily money management.
Values: Nurture trust, always maintain a superior level of integrity
Code of Ethics: Our goal is to treat every client the same way that we would want our moms treated..
