Services
Whether you need life insurance for personal needs or business I can help you. Some people might need special guidance on employee benefits for a business they own, or ways to give key employees special incentives to remain loyal to your business. There are many insurance programs including disability insurance; long term care insurance; and Medicare supplemental coverage that remain a mystery to many people. I can help you!
In-depth
conversation
About your financial goals and knowledge (including analysis of any coverage already available to you) from work or previous purchases. I use a process called Financial Needs Analysis, which provides a sound and respected foundation for any recommendations I make to you.
Providing
Information
Providing information from impartial sources to help answer your insurance questions and provide information on how life insurance; Medicare; or other coverages operate so you can make informed choices about what coverages you may need to consider.
Referrals
I cannot handle every aspect of a person's life and therefore I have aligned myself with other professionals who can provide guidance on legal; tax; investment; or property and liability needs you may have. I am licensed for home and auto insurance, but I prefer to have the experts in my referral network work for my clients because they have the most comprehensive knowledge of their specialty area.
Teaming Up
I am perfectly happy to work with any professional advisor you may already have to get their input on any life insurance or other product I may feel you are suitable for.
Maintenance
I will help you handle questions and concerns and changes you may need to make on any product I may write for you. I never expect you to handle anything on your own except pay the bills on the coverage when they are due.
Review
At least once a year you can count on me to contact you for a brief review of your thoughts on your coverage and whether there are any changes you may want to make.
CONTACT US
Get in Touch for Expert Insurance Assistance
Have questions or need personalized advice? Contact us today, and we will guide you in finding the right insurance solutions for your needs.
Call Us
631 - 456 - 9363
Get In Touch
Get the Insurance You Need and Want at a Price You Can Afford!
While the cost of insurance is not thrilling, given the protections it provides most people are prepared to accept the price. My goal is to find you the best combination of coverage and benefits that I can. To accomplish this I am appointed with many life insurance companies; a wide selection of companies offering Medicare supplemental coverage, and the strongest companies in the field of long term care and disability insurance. I also work through a number of insurance wholesalers to benefit from their ability to handle special medical profiles and find the best option for anyone that may have a challenge in their profile.
