What do I need to bring to our first meeting?

Our first meeting is mainly to get to know you and your financial and insurance needs. Every plan is different and we tailor these plans to fit your life goals. Some things you may consider bringing to the first meeting are:

  • Current Driver’s License Information

  • Social Security Number

  • Current Household Income Information

  • Medicare Card (If Applicable)

Employers, Individuals, MedicareJessica Crum