Insurance Consultant
Policy Review and Consultation.
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Agent offering:
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Final Expense Life Insurance
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Guaranteed Issue Whole Life Insurance
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Single Premium Whole Life Insurance
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Juvenile Term Insurance
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AllyHealth Worksite Partner
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Simply call for a free, no obligation consultation. If we click, we move forward...
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New York State Approved Insurance Life & Health Pre-Licensing Instructor. Multi-State Approved Continuing Education Instructor.
Fiduciary Responsibility
We have a fiduciary responsability to our clients.
Many people have concerns about who will act on their behalf in handling their fiduciary matters, including “solo agers”, those who live alone with no immediate family in the area. There are also people whose family members don’t feel comfortable helping and, of course, there are solo agers who would prefer that their family members are directly involved.
Working in collaboration with our clients’ attorneys, we will accept power of attorney assignments and professionally handle the responsibilities associated therewith.
Mission Statement: Our goal is to support and promote excellence in daily money management.
Values: Nurture trust, always maintain a superior level of integrity
Code of Ethics: Our goal is to treat every client the same way that we would want our moms treated..
