My BusinessFinancial Planning & Investing.
Individual and group Life Insurance including whole life, term, universal life, mortgage protection insurance, final expense and burial insurance and legacy gifting programs.
Individual & Group Health Insurance including Disability,
Ideal ReferralSmall family owned business and families with young children.
Top ProductLife Insurance
Top Problem SolvedHelping families deal with a death of a loved one
My Favorite BNI StoryI was able to fix a situation where no beneficiary had been chosen for a life insurance policy and enable the widow to get her money so she could take care of her husbands final expenses.
My Ideal Referral PartnerAccountants and Estate Planning Attorneys