Field Underwriter and Financial Advisor
WHY
My primary goal is to help you become confident in and comfortable with your financial plan. When you know your money is taken care of and your family’s risks are protected, life is just easier.
HOW
A Note on Financial Regulation.
Formal regulation in the financial industry holds an essential function. I conduct business in a manner consistent with compliant and personalized financial service practices. The “T’s” are always crossed. The “i’s” are always dotted.
WHAT
Securing protection for those who are considered “hard to insure” due to existing or previous health issues.
Many who find themselves in this predicament believe they are completely uninsurable or that their rates would be unaffordable. I work with several companies which offer both guaranteed and non-medical coverage at very competitive rates.
Helping you protect your family by providing for them if you are diagnosed with a critical illness…and survive!
Nearly everyone understands the need for life insurance – to provide for family when you’re gone. But what about providing for your family if you are still with them, suffering from a critical illness, unable to work and needing treatment and recovery time? Surviving these types of illnesses happens often now, thankfully. But treatment and recovery are expensive and cripple the family cash-flow. A tax-free lump-sum benefit payment to be used as you see fit would certainly help the situation. This is Critical Illness Insurance.
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