With your permission, we provide your inquiry to only 1 agent who will contact you directly and confidentially. You may use several mediums of communication: Phone call Come to their office Come to your home offered as a concierge service to everyone and preferred Video conferencing, very popular today and simple to use with no [...]

No, we do not refer agents that charge consultation fees or management fees on fixed annuity products. Therefore, prior to speaking with them you know that you will not be asked to pay them for their time. Agents that we refer out are commission-based only and only get paid if they can match you with [...]

At your request, meetings can be done via online teleconferencing where you and your advisor can discuss the best options for you and share information on the screen. All the information your advisor shares with you will also be emailed to you for you to review at your own leisure. Our agents are required to [...]

Yes, we will contact you by email and provide you with the advisor's name, phone number, email and company name. We share this information with you so when you are contacted by your advisor you know the name and reason for calling. If you prefer, you can add their phone number to your contacts so [...]

Yes, If you would like to speak to more than one agent we can arrange that for you. From time to time, we get asked to do this so that clients can get more than one perspective on recommendations made.

We are very selective in developing relationships with agents who we connect with consumers. We have found that the best advisers offer the best companies with the highest financial ratings and competitiveness. Representatives must be independent, meaning they represent dozens of companies impartially. We do not work with captive agents and financial advisors who can [...]