Our Process

Process Over Products

Our process begins with getting to know each other so that we understand what is important to you and that you understand how we can help. Once we have an understanding of your circumstances and goals, we prepare an analysis to illustrate for you the potential solutions to achieve your goals. You then decide which of the presented options is preferred and we proceed with next steps that include your 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 strategy 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.