From our first conversation to ongoing support, here's exactly what to expect when you work with me.
We start with a brief conversation to understand your goals, budget, timeline, and any current coverage you have. This isn't a sales call—it's a chance for me to listen and learn about what matters most to you.
Based on what we discussed, I'll present a few clear choices with honest pros and cons—not a confusing pile of quotes. You'll understand exactly what each option does and why it might be right (or wrong) for your situation.
If you choose to move forward, I guide you through the application step-by-step. No confusing paperwork or surprises—I handle the details and make sure everything is done correctly the first time.
Once your policy is approved, I'll walk you through everything. You'll understand exactly what you own, how it works, and what to expect next. No mysteries, no "fine print" surprises.
Life changes—marriage, kids, mortgages, retirement planning. I'm here to adjust your coverage when needed. You have a dedicated agent, not a stranger, for as long as you need support.
No commitment required for our first call. Just a chance to get clarity on your options and see if we're a good fit.
Just 10-15 minutes. No pressure. No obligation.