Schedule Your Meeting With Me For Insurance Planning
what we’ll talk about during the meeting
- Financial goals and current financial plan (i.e. what you’re doing right now, where you want to be, what’s working, what’s not, why you might want life insurance, disability insurance, or an annuity);
- Whether life insurance, disability insurance or annuities are suitable given your financial goals and resources;
- Purpose for the insurance, your budget for the policy(s), and policy design overview;
*All personal financial and health information you provide during our meeting is protected and stored in an encrypted virtual vault. Email transmissions containing personal financial and health information are sent using end-to-end encryption and are stored in an encrypted format at rest. All encryption meets or exceeds regulatory requirements for encrypting sensitive financial and health information.