About Us
I am an independent Financial Advisor and assist my Clients with Insurance Protection Plans.
The products and services we offer
Recommendations Received (5)
"I've known John for over 40 years. His insurance experience is broad and his knowledge deep. He..."
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"I've known John for over 40 years. His insurance experience is broad and his knowledge deep. He is also a professional of impeccable integrity whose counsel I trust."
Recommendations Given (19)
"I know Richard personally as well as professionally and he is a man of integrity as well as being..."
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"I know Richard personally as well as professionally and he is a man of integrity as well as being a very talented architect. "
"I have used them quite a few times and they do a nice job there. "
Recent Activity
When you are in a profession that requires a license like insurance, the only thing that sets you apart is your expertise, professionalism and follow-up customer service. Too many people do not get this and do not focus on this. Yes, many people have established relationships but many people...
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When you are in a profession that requires a license like insurance, the only thing that sets you apart is your expertise, professionalism and follow-up customer service. Too many people do not get this and do not focus on this. Yes, many people have established relationships but many people get lazy and complacent too.
It is a legal and binding agreement between business owners that allows the orderly disposition of an equity interest of a business in the event of Death or Disability. Both Life Insurance and a Disability Buy-Out Policy can be used as funding vehicles. There are different types of Buy-Sell...
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It is a legal and binding agreement between business owners that allows the orderly disposition of an equity interest of a business in the event of Death or Disability. Both Life Insurance and a Disability Buy-Out Policy can be used as funding vehicles. There are different types of Buy-Sell Agreements and different business types and business situations warrant their use. It is important to deal with experienced professionals to handle this and all too often I see some shoddy work done by people who do not know what they are doing.
I am solicited by IMO's at least 3x per day and they all promise me the moon, earth and stars if you contract them. Most do not. I look for an organization that can offer me something defineable and worthwhile to help my business.
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I am solicited by IMO's at least 3x per day and they all promise me the moon, earth and stars if you contract them. Most do not. I look for an organization that can offer me something defineable and worthwhile to help my business.
1 Reply
I am not P&C licensed.
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I am not P&C licensed.
Over promise to your Clients and then over deliver. That is how you keep Clients and sets you apart from your competition.
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Over promise to your Clients and then over deliver. That is how you keep Clients and sets you apart from your competition.
Contacts with the potential to build meaningful and lasting relationships.
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Contacts with the potential to build meaningful and lasting relationships.
Make sure you check what you are buying and is it of equal value? With Insurance, it is fairly easy to lower prices but it is usually done by reducing benefits as well. An "Apples to Apples" comparison ensures that you are making a purchase of equal value or in the case of Insurance, equal...
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Make sure you check what you are buying and is it of equal value? With Insurance, it is fairly easy to lower prices but it is usually done by reducing benefits as well. An "Apples to Apples" comparison ensures that you are making a purchase of equal value or in the case of Insurance, equal benefits.
