Consulting That Moves Your Company Forward

Insurance/Will Advising

Assisted several clients as personal financial advisors for insurance and estate will planning.  Reviewed personal budgets to determine the amount of life insurance needed along with an affordable monthly premium payment. Provided a list of preferred life insurance providers for further client investigation. Reviewed life insurance quotes and provided constructive feedback. Results: 100% of clients successfully purchased needed life insurance policies within budget and reported favorably on actions taken as a result of received advice.