What Can you expect when you call to make an appointment?
You will be asked several questions and we will provide those answers to our President & Founder so that he can use your information to create a written “Analysis & Recommendation” for you.
Next, one of our friendly agents will call you to schedule a meeting with you that can be held on your computer through Zoom or at your home. Please note that both you and the agent will be required to wear a mask for protection against spreading the Corona virus.
During this meeting, your Insurance Fiduciary agent will review your “Analysis & Recommendation” with you and ask you if you would like to purchase the recommended policy or get back to us later.
If you decide to purchase the policy that was recommended, your agent will do all of the work and be able to sign you up right away.