Corporate/Business Life Insurance. Corporate/Business Critical Illness protection. Corporate and Personal Tax and Estate planning. Corporate and Personal Charitable giving.
SERVICE INSIGHT YOU CAN USE
$18,500 a month! That is the cost for a client’s targeted Chemo pills in 2023. $18,500 a month! I make no bones about the fact that I am a huge fan of and advocate for Critical Illness insurance. The reason is very simple. Long before I became an insurance advisor my best friend Rob, at […]
Seriously. I like surveys. I just did a random search “What is the purpose of a survey?” 245 million answers are available. The top response. ‘They’re used to find out what people think about a subject and why they feel that way about it.’ As the owner of an Insurance Agency, I wanted to get […]
Almost every week I speak to someone whose Term Life Insurance policy is coming up for renewal. In many cases, I get this call because either the person that originally sold the policy has not kept in touch. That person has left the industry. The policy owner did not want to meet because they felt that […]
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