What do we do with your information?

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 [...]

By |2020-06-10T20:59:24+00:00April 20th, 2020|0 Comments

Am I going to be charged a fee for these services?

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 [...]

By |2020-04-16T20:38:34+00:00April 16th, 2020|0 Comments

With the Coronavirus, how are meetings handled today?

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 [...]

By |2020-04-16T20:18:43+00:00April 11th, 2020|0 Comments

What can you expect from your agent?

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 [...]

By |2020-04-16T20:34:38+00:00April 11th, 2020|0 Comments
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