Your Role

Creating an insurance and financial blueprint is a two-way street, which means that the key to getting maximum value from our relationship is communication and candor. It’s important to:

 


  • Get acquainted. Please contact us to arrange a meeting to review your situation and discuss the products and services that can help you.
     
  • Educate your agent. We may anticipate a good portion of your needs, but will not assume anything. That's why it's so important that you be candid in sharing information. And let us know anytime things important to you change. We want you to stay in touch.
     
  • Educate yourself. At the same time, you too should ask a lot of questions. Be inquisitive. Ask us for details and explanations about recommendations and how certain plans may work. 
     
  • Make it a team effort. Let’s work together. Listen carefully to the recommendations, but remember — all decisions are yours. We want to be sure you're comfortable with the recommendations.