Finding the correct solution starts with a discussion.
For any advisor or policyholder, we offer a free 30 minute consultation to discuss existing policy issues and opportunities or provide guidance on the purchase of a new policy.
In many cases, the consultation may provide enough information for you to make an informed decision about the policy in question.
If additional work is required, we can lay out the process going forward including any fees we might charge for services.
For your convenience, we have included an option to schedule the call by clicking the button below. If there are any materials that would be necessary to review your situation, you can attach them in the scheduling process, and they will be sent securely in an encrypted fashion.
While we have included the scheduling calendar as an option, if you would like to move ahead now, email Michael, or call him at 321.802.6055.