Our Process
Our process has been refined by working with independent fee-only financial planners for many years. We understand and respect the clients you trust us with. We will never recommend any insurance coverage to your clients because we understand they are indeed your clients. We are here only to assist you, the planner, with your client's life insurance needs.
I recently had lunch with a planner that I have been working with for about the last three years. Although he had not really sent me many of his clients to work on their insurance needs we stayed in touch. At lunch, I had asked him about his personal life insurance for he and his wife. He was polite and let me know he and his wife were all set – they have a good friend in the insurance business.
If you have not already had the opportunity to read the book, The Tipping Point by Malcolm Gladwell, I strongly suggest that you do so. The book defines the Tipping Point as that magic moment when an idea, trend or social behavior crosses a threshold, tips, and spreads like wildfire.
I love family traditions – no matter how big or how small. Our family has one tradition we do on Christmas Eve, which this year may have taken on new meaning.
