During this complimentary Insurance and Financial Review (IFR), one of our staff will review your policies with you, discuss your short term and long term goals, and help you and your family manage the risks of everyday life.
IFR - Web Meeting (90 min)
This session is identical to the IFR at our office. Select this session if you would like to meet with us virtually over the web.
Orientation (45 min)
We meet with all of our new customers to help you understand how to maximize the benefit of working with our agency. We will explain the claims process, how to communicate with us 24 hours a day, and explain the value we can provide you.
Orientation - Web Meeting (45 min)
Select this Orientation Session if you would like to meet with us virtually over the web.
Review - At Our Office (90 min)
During this complimentary Insurance and Financial Review (IFR), one of our staff will review your current coverage with you, discuss your short term and long term goals, and help you and your family manage the risks of everyday life.
Review - Web Meeting (90 min)
This session is identical to the IFR at our office. Select this session if you would like to meet with us virtually over the web.
SBR - At Our Office (90 min)
In our complimentary Small Business Review (SBR), our staff will first understand your unique business. We will discuss your short and long term goals, protecting your assets, and how you can help your employees achieve their financial goals.
SBR - Web Meeting (90 min)
This session is identical to the SBR at our office. Select this session if you would like to meet with us virtually over the web.
SSR - At Our Office (60 min)
During this complimentary Social Security Reviews (SSR), one of our staff will review your options available with Social Security and discuss how these options fit in with your overall retirement needs.
SSR - At Your Location (60 min)
This session is identical to the SSR at our office. Select this session if you would like to meet with us at your home or place of business.