My job is to make the process as simple and stress-free for you as possible.

01 — Fill out an information form

Fill out a short questionnaire. This will provide me with the information I need to put together some options for you.

02 — Schedule your appointment

After filling out your questionnaire you will be directed to schedule an appointment to discuss your options for life insurance coverage. I may call you beforehand if I have any questions or need more information to ensure I am giving you the best service possible.

03 — The Appointment

During the appointment, we will discuss things such as your health, family, financial needs, and what you’re hoping to achieve with life insurance. We will discuss a few options available to you and YOU will decide what works best for you, your needs, and your budget. I work with a network of over 60 carriers, so I handle the shopping around for you! I ensure you’re getting the best pricing, the best benefits, and the best service!

04 — Get Covered!

Once you pick the plan that does what you want it to, fits your needs, and your budget our next step is to get your application in (it only takes about 10 minutes). None of the plans I work with will require you to go to your doctor for blood, urine, or saliva. Overall, the process is quick and painless! Literally, no needles! YAY! Once you’re approved, the carrier will send you all of your policy documents. You’ll sit down annually for a brief review to ensure your coverage is still doing what you want it to and make any changes if needed.

That’s it! If you’re ready to get started, click here!