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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)
Maybe you are planning for retirement or maybe you are starting a new venture. Whatever path you are on, we can help you find plans to best fit your needs. Not quite ready to retire? No worries. We’ll work with you to find a policy that best suits your goals.
You want to feel secure and we want to help you with that. There are many things to consider if you’ve recently changed jobs or have lost your benefits. We can help you get back on track with an insurance plan that gives you the benefits you need to be secure.
How do you make changes or updates to your current policy? We can help with that! We understand changes occur and we can help you navigate those changes. Please contact us for help and more information.