Our Process

Process Over Products

Our process begins with getting to know you and your family so that we understand what is important to you and them. Once we have an understanding of your circumstances and goals, we prepare an in-depth needs analysis using highly sophisticated software to identify planning opportunities and we then illustrate for you our recommended solutions.

You then decide which of the presented options is preferred and with your acceptance we proceed with next steps that include submitting application and completing underwriting. The insurance company will make a decision based on their review of your application and we will explain the decision to you. Once you accept an offer and place the contract in-force, we will be in touch with you at least annually to keep up to date and address any actionable items. Consider us your guide from start to finish.