What To Expect During Our Meeting
During your meeting, we'll discuss your financial goals, long-term plans, budget, suitability, how much life insurance coverage you qualify for, and whether The Perfect Policy™ concept makes sense for you. There is no pressure or obligation to buy anything. The initial meeting is a discovery meeting only. You will not be applying for life insurance.
Please Read Before Scheduling A Meeting
If you're not already on the daily email list, please join my email list first and read the "who I work with" section before scheduling a meeting with me. If you're already on my email list, and you're comfortable with how everything works, then go ahead and schedule your meeting with me below.
