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 have their own physical offices. You may attend a meeting at their office when it is possible, and in many cases, our well known Advisors offer their own concierge services where they will actually come to you at your place of business or home to talk with you and learn what your requirements are. You always have the flexibility to decide your preferred communication channel.