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:

 

 





     
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  • Get acquainted. Please contact us to arrange a meeting to review your situation and discuss the products and services that can help you.

     
  • Educate us. 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.

     
  • Be inquisitive. At the same time, please ask questions. Ask us for details and explanations about obligations to you, our recommendations, and how certain plans may fit your goals. 

     
  • 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.

     



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