I work with business owners and individuals on maximizing the use of their life insurance policies. With so much misconception and misunderstanding about life insurance products, I help my clients understand how they can utilize their policies (if applicable) for living benefits and supplemental retirement income.
My practice is client driven and I put the interests of my clients first. My goal is to help my clients make educated decisions about their finances that feel right to them, including the decision to do nothing. I pledge to work with my clients with transparency, honesty and integrity and do so with no sales pressure. I work diligently to find solutions to my client's issues.