Insure and Protect Your Income And Savings With The Perfect Whole Life Insurance Policy

What To Expect

All meetings are "virtual meetings", hosted online using simple click-to-join video meeting software. There is nothing to download or install on your computer.  

If you do not have a webcam or are too shy for a virtual face-to-face meeting, the meeting can be "audio only" or done over the phone. 

Once you've finished scheduling your meeting, you will receive a confirmation email with a clickable link inside it that will take you to the virtual meeting room on your scheduled meeting day. Keep this email safe——it is required to access the virtual meeting room.

Please read before scheduling a meeting:

Please join my email list and read the "who I work with" section before scheduling a meeting with me.

Please read the "policy design, underwriting, and financial planning process" section if you have any questions about the policy design or underwriting process.

If you're comfortable with how everything works, then go ahead and schedule your meeting with me below.

Life Insurance Planning Options

Get A Second Opinion Or Advice Only


A comprehensive review of a proposed or existing fixed or guaranteed life insurance or annuity policy, and an opportunity to ask questions about life insurance planning before you commit to anything.



  • An in-depth review of a proposed or existing policy;
  • An opportunity to ask any and all questions you have about the life insurance planning process before you commit to decades of premium payments;
  • Recommendations to improve your life insurance plan; and,
  • Peace of mind knowing you made the right decision.