Creating an insurance and financial blueprint is a two-way street, which means that the key to getting maximum value from our relationship is communication and candor.
It’s important to:
- Get acquainted. Please contact us to arrange a meeting to review your situation and discuss the products and services that can help you.
- Educate your agent. Don't expect us to be a mind reader. We may anticipate many of your needs, but will not assume anything. That's why it's so important that you be candid in providing information.
- Educate yourself. At the same time, you too should ask a lot of questions. Be inquisitive. Ask us for details and explanations about recommendations and how certain plans may work. Remember, the only "dumb question" is the one that isn't asked.
- Make it a team effort. Let’s work together. Listen carefully to the recommendations, but remember — all decisions are yours. Make sure you're comfortable with the outcome.
- Personal Introduction. Part of your planning process is to identify key individuals who you will identify as guardians for your children, other beneficiaries and perhaps trustees to enforce your plans. We should be introduced to these individuals so that in a time of need they will know who they will be dealing with and how to contact us.
