Being part of a talented, resourceful team.
The most rewarding experiences are those where we are involved in the full estate plan for the clients which may include life insurance for business succession planning, income protection, estate planning coverage, and charitable planning. I feel a sense of satisfaction and pride in being part of the team that provides peace of mind to our clients when their plan has been implemented and protection is in place.
As part of the life team, I manage the life insurance process beginning with exploring the client’s goals and objectives through implementing the final plan. I help to ensure the client receives the best possible life insurance protection to allow them the freedom to concentrate on their own goals of living life to the fullest.
We are different in that we review the client’s total plan including their current coverage. We manage and take control of the process from beginning to end, making the process as painless as possible for our clients. We work diligently to make the underwriting process and plan design as simple as possible in the client’s eyes even though it may be very complicated behind the scenes.
I live life with my husband of 25+ years, Tim, our son, Ben, and dog, Chloe. I enjoy get-togethers with my family and friends along with escapes with the girls! A good book with a nice glass of wine helps to balance the busyness.