Many agencies emphasize speed and sales over diligence and sound advice. These agencies have books of business that are often so big they prevent their representatives from properly serving clients. They “write it and ride it” because their focus is on their bottom line as opposed to taking care of the people they serve.
More than insurance agents, we are consultants. Our diverse team of experts has the breadth of experience and knowledge to help each client understand her or his unique financial vulnerabilities. Equally important, we know how to make every step of the process as easy as possible.
What is the process? It is really pretty straight forward.