Monegenix®

Resources To Help You Do A Better Job Budgeting, Saving, Insuring, and Planning For Your Future

Want Help Buying A New Life Insurance Policy Or Reviewing An Existing One?

Want Me To Design A Custom Life Insurance Policy And Insurance-Based Financial Plan For You?

Or… Do You Want Me To Review An Existing Policy You Own?

I might be able to help…

I’ve been designing custom life insurance policies and plans (as well as annuity and income plans) for individuals since 2004, and I personally own the same types of plans I sell to my clients. With that said… and as much as I’d like it… not everyone benefits from (or qualifies for) a custom life insurance plan. If you’d like to explore the issue further, please fill out the form below and schedule a free 30-minute, no obligation, online meeting with me.

Register below, and schedule a phone call or video chat meeting with me, to discuss your finances and whether my services make sense for you.

Part 1: Register For Your Phone Or Video Chat Meeting

Fields marked with a * are required.
Meeting Disclosure & Terms

This meeting is a pre-client meeting and not an offer for insurance. We will be discussing your finances, insurance planning, and whether it makes sense for you to become a client. However, you do not have to agree to become a client, you will not be offered any insurance policy during this meeting, and you will not be asked for any money.

If you agree to those terms, please tick the checkbox below.

* Before you can register for an appointment, please confirm you are ready to solve this problem now and that you agree to the terms above.

Once you’ve registered, you’ll be forwarded to my online scheduler to schedule your meeting with me. Do not close your browser or navigate away from this page.

Monegenix® | 1223 S Mineral Springs Rd. Durham, NC 27703