About Us

The products and services we offer

Recommendations Given (4)
"Rod really cares about his customers and helping them achieve their goals. "
"The ability to help people get their credit health back"
Recent Activity

Luisa from Independent Insurance Consultant Answered this on August 06, 2019
Wow.  There are a lot of family-run businesses out there and most of them have some type of family-related drama attached to working with them, but some of them aren't bad places to work.  Your situation sounds more extreme and tampering with someone's car goes way beyond the pale.  I know you... (more) Wow.  There are a lot of family-run businesses out there and most of them have some type of family-related drama attached to working with them, but some of them aren't bad places to work.  Your situation sounds more extreme and tampering with someone's car goes way beyond the pale.  I know you said you love your job, but it sounds like you walk on eggshells all the time.  You already know some of those people don't like you.  You feel HR wasn't honest in telling you if cameras reported someone touching your car.  It sounds like things could eventually escalate into something bigger whether you love your job or not. Based on what you said, I would be pro-active and start looking at other opportunities now.  Hoping you find something you really like.

Luisa from Independent Insurance Consultant Answered this on February 07, 2019
Hi Drowning: As you are going into the senior market with insurance, there is an offering that goes hand-in-hand with that.  It is genetic cancer pre-screening and it is fascinating. It does not require an insurance license and offers the potential to earn a very good living even on a part-time... (more) Hi Drowning: As you are going into the senior market with insurance, there is an offering that goes hand-in-hand with that.  It is genetic cancer pre-screening and it is fascinating. It does not require an insurance license and offers the potential to earn a very good living even on a part-time basis.  Please go to this link and, if you're interested in learning more, let me know.  www.screenoutcancer.com Good luck to you.  Don't lose hope - there are incredible opportunities out there.  We just need to find the one(s) that are right for us.

Luisa from Independent Insurance Consultant Answered this on November 01, 2018
I offer individuals and small businesses the ability to eliminate debt quickly, learn how to self-finance thereby saving thousands in interest, and accrue tax-advantaged funds towards future wealth.  (more) I offer individuals and small businesses the ability to eliminate debt quickly, learn how to self-finance thereby saving thousands in interest, and accrue tax-advantaged funds towards future wealth. 

Luisa from Independent Insurance Consultant Answered this on October 19, 2018
Health and life insurance don't lend themselves to promotions - agents have no control over the premiums.  (more) Health and life insurance don't lend themselves to promotions - agents have no control over the premiums. 

Luisa from Independent Insurance Consultant Answered this on September 04, 2018
Networking groups work really well.  Everyone needs home and auto, so each person is a potential customer or referral source.  See if there are any local meetups in your area - some of them are free to join and open to everyone. (more) Networking groups work really well.  Everyone needs home and auto, so each person is a potential customer or referral source.  See if there are any local meetups in your area - some of them are free to join and open to everyone.

Luisa from Independent Insurance Consultant Answered this on September 04, 2018
Hi Faith.  I offer supplemental benefits and I believe in them.  They provide a huge service when an accident or illness keeps us out of work by paying us directly.  Our medical insurance helps pay doctors and other medical expenses, but we still need to be able to pay our mortgage/rent,... (more) Hi Faith.  I offer supplemental benefits and I believe in them.  They provide a huge service when an accident or illness keeps us out of work by paying us directly.  Our medical insurance helps pay doctors and other medical expenses, but we still need to be able to pay our mortgage/rent, utilities, etc...  They take the pressure off by helping us keep up with the day-to-day (AND some of those big deductibles)... 

Luisa from Independent Insurance Consultant Answered this on September 04, 2018
I've used Trips Incentives, but I wasn't familiar with TripValet Incentives until you asked your question.  Based on a quick look, it looks like a travel club?  Have you used it? (more) I've used Trips Incentives, but I wasn't familiar with TripValet Incentives until you asked your question.  Based on a quick look, it looks like a travel club?  Have you used it?
1 Reply

Luisa from Independent Insurance Consultant Answered this on August 17, 2018
I take the time to get to know people and listen to what their needs are.  Then I offer suggestions on how to put themselves in a better position - whether there's financial gain on my part or not.  It's all about relationships and, once people realize that your goal is to help others, they tend... (more) I take the time to get to know people and listen to what their needs are.  Then I offer suggestions on how to put themselves in a better position - whether there's financial gain on my part or not.  It's all about relationships and, once people realize that your goal is to help others, they tend to refer people to you more.  I've also joined networking groups and am developing relationships with businesses where we can refer to each other.