About Us
We provide insurance and retirement planning along with business insurance and employee benefits. Over thirty years experience.
The products and services we offer
Recommendations Received (17)
"Always puts his clients and their needs first.
Always a pleasure to work with George!
Highly..."
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"Always puts his clients and their needs first.
Always a pleasure to work with George!
Highly recommend!"
"Extremely professional and many years of experience!"
Products & Services
We solve issues pertaining to living too long, dying to soon or becoming sick or unable to earn a living through disability. We problem solve for i...
We offer life disability, health and long term care insurance policies and fixed annuities to individuals and businesses.
Recommendations Given (61)
"Precision, performance and theory! Healthy mouth, healthy body! "
"Cathie's operation is first class and the product is perfect."
Recent Activity
If the vaccination would allow face to face meetings again it would help.
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If the vaccination would allow face to face meetings again it would help.
I have no comment! Another lockdown who do no one any good.
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I have no comment! Another lockdown who do no one any good.
We have not changed our products or services due the pandemic, we have been forced to use technology for meetings and applications but still offer our personal service as we have for 33 years.
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We have not changed our products or services due the pandemic, we have been forced to use technology for meetings and applications but still offer our personal service as we have for 33 years.
I have not attended any group events other than sales meetings.
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I have not attended any group events other than sales meetings.
Networking is successful when you find a product or service and feel confident in referring others. I found an excellent provider of notes, cards, invitations, etc. and have referred her to others. That is success.
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Networking is successful when you find a product or service and feel confident in referring others. I found an excellent provider of notes, cards, invitations, etc. and have referred her to others. That is success.
I only use linked in an have found some successful connections.
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I only use linked in an have found some successful connections.
1 Reply
Your companies HR department should be able to guide you as to minimum hours required to be eligible for any company sponsored plans.
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Your companies HR department should be able to guide you as to minimum hours required to be eligible for any company sponsored plans.
The best life insurance for your family would depend of several factors. Your income and expenses, your retirement vehicles, your coverage at work and several others. I would first do an analysis of these factors and then propose what type of insurance would be most beneficial for you at this...
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The best life insurance for your family would depend of several factors. Your income and expenses, your retirement vehicles, your coverage at work and several others. I would first do an analysis of these factors and then propose what type of insurance would be most beneficial for you at this time. Although the product offered by the other agent is a good product if offered by a reputable company that has a good performance history and industry ratings. It might not be the product for you. I would first do a financial needs analysis to determine the most efficient coverage and protection for you and your family.
You realize what a customer or client really needs by listening and asking intelligent questions and then wait for the answers. Everyone wants to be heard and being a good listener is key. Being in the financial services business and representing good established companies allows me to solve any...
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You realize what a customer or client really needs by listening and asking intelligent questions and then wait for the answers. Everyone wants to be heard and being a good listener is key. Being in the financial services business and representing good established companies allows me to solve any financial situation that can occur, live to long, die to soon or become sick or disabled. But maybe your customer or client ,may just need someone to listen and then offer help or a solution. Another popular saying in my business and can identify with many others is, "no one cares how much you know until they know how much you care."
I started in my business out of medical necessity. I injured my back and was unable to continue in the outdoor lighting business and was approached about selling insurance. I immediately realized that this was a business I have a passion about because both my parents died when I was a young adult...
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I started in my business out of medical necessity. I injured my back and was unable to continue in the outdoor lighting business and was approached about selling insurance. I immediately realized that this was a business I have a passion about because both my parents died when I was a young adult and they had no life insurance. The longer I stayed in the business, 31 years now, I have seen how what I do is so important. There are only three things that can happen to you in your financial life. Live to long, die to soon or become sick or disabled and I can offer a solution to every one of those problems if given the opportunity and when something happens and everyone has their hand out to be paid, I can give you a check to help you pay them. I love my job, my clients become my friends and I feel good knowing that I have helped them prepare.
