Analysis & Recommendation
Research and listing of the lowest cost insurance policies available to you
An analysis of the policies that best meet your needs and budget
Objective advice without sales tactics or pressure to buy
Expert Recommendations backed up by our Founder & President’s reputation and signature as your fiduciary
We Work For You
We are independent agents who work for you not a bank, brokerage firm or insurance company
Friendly client service available to you 7 days/week, 365 days/year
Our clients have our mobile telephone numbers and we respond to all calls and messages immediately
Since our Founder & President is acting as your fiduciary, we must be objective at all times
We Are Not Insurance Salespeople
Most insurance policies are sold by salespeople and their objective is to sell you a policy.
Our agents provide our clients with a written “Analysis & Recommendation” that they can share with their attorney, accountant or family member before our clients decide to buy a policy from us.
Our Agents Are Independent
Our agents are appointed with many insurance companies and can provide our clients with any policy available to the general public.
We decide which insurance companies and policies to consider and analyze for our clients, based on our clients’ best interest, not the best interest of the agents or the banks and firms those agents work for.
Who Else Is A Fiduciary
Lots of folks are throwing the term “fiduciary” around these days.
If your agent or advisor cannot provide you with a written “Analysis & Recommendation” and say they are your fiduciary in writing with their signature, they are probably not acting as your fiduciary.