You will begin by participating in a discovery process designed to identify specific goals for your life insurance based on your personal needs and objectives. Your process starts where it should – focused on you and your goals – not products.
Once your goals are clear, you will receive a presentation in plain English that succinctly lays out the options to maximize the benefit of life insurance for you and your beneficiaries. Each option will include advantages and disadvantages. You will become informed about and comfortable with the decisions you make.
After you decide on a course of action, we will move ahead to implement your plan. You will be provided with clear updates by an advocate working to make sure the outcome is as favorable as possible for you and your beneficiaries.