It’s never about the sale, it’s always about building a relationship with you.
OUR PROCESS
- First, we’ll get started with a confidential review.
- In working with you, it is always my goal and privilege to not only build a personal relationship with you but also a true partnership.
- Once we’ve completed a thorough review of your current situation, future plans, and goals... that’s when the real planning begins. I will take that information and use my 20-plus years of experience in the insurance industry to develop a customized protection-based plan for you. As an independent insurance agent, I am able to offer solutions available through many of the insurance industry’s leading companies to provide you with the very best plans to fit your needs.
- Next up, we’ll reconnect to have a detailed discussion regarding recommendations to effectively address your situation and needs.
- Lastly, we’ll move to implement those plans we have agreed offer the best and most appropriate insurance solutions for your specific situation.
- It is my privilege to partner with you to protect those things which are most precious and valuable to you, your family, and/or your business. In doing so, I will always be your advocate and put your interests before my own.
Let’s Get Started!
Highly Rated Insurance Carriers Offered
![](https://planwellws.com/wp-content/uploads/2019/09/John-Hancock-Logo-300x98.png)
![](https://planwellws.com/wp-content/uploads/2019/09/Guardian-Logo-300x107.png)
![](https://planwellws.com/wp-content/uploads/2019/09/Mutual-Of-Omaha-Logo-300x71.png)
![](https://planwellws.com/wp-content/uploads/2019/09/National-Life-Group-Logo-300x118.png)
![](https://planwellws.com/wp-content/uploads/2022/05/ALLIANZ-300x121.png)
![](https://planwellws.com/wp-content/uploads/2019/09/The-Standard-Logo-300x194.png)
![](https://planwellws.com/wp-content/uploads/2019/09/Prudential-Logo-300x220.png)
![](https://planwellws.com/wp-content/uploads/2019/09/Pacific-Life-Logo-300x60.png)
![](https://planwellws.com/wp-content/uploads/2019/09/Mutal-Of-Omaha-Logo-2-300x173.png)