So you are ready to buy life insurance, let me help.
Two ways I can help
1.Provide a complimentary Financial Analysis so you have a good assessment of where you are at and what kind of coverage you have. We call this the EFA (Expert Financial Analysis) (See – 3 Reasons to do an EFA)
2.Shop the market to find the best solutions for your needs.
How does it work? Three easy steps?
1.Set up the first appointment (over Zoom) to take the Expert Financial Analysis (EFA). No obligation to buy anything.
2. Set up the second meeting, and I will share the analysis results and some potential significant next steps to help you reach your financial goals. You will now have a working financial plan.
3. You decided the next step. I will be there to coach and encourage and educate along the journey.
All this can be done over Zoom. It’s like having a free coach on the sideline, cheering you on.