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Frequently Asked Questions
Common Questions Answered for your convenience.
What types of Life Insurance is the best?
Everyone has a different need and reason for getting Life Insurance. It is about what is best for your situation and your overall goals.
Do you offer customizable packages?
Yes. As a Broker, my job is to make sure that I put you in the best possible position to help you obtain your goals and dreams.
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What is your approach to Infinite Banking (Being Your Own Banker)?
Both Index Universal Life and Whole Life work great for this concept. The question becomes what are your goals and what are your time horizons in which you want to achieve your goals? In either case, your agent needs to know the best way to set up your policy to make sure that you are getting the most out of these policies for the concept to truly work for you and your family.
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How often is it recommended to meet with my agent?
It is best to meet with your agent at least 1-2 times per year to go over any changes in your life and make sure that the policy you have still fits your needs.
Can we give you referrals?
Yes. Referrals are always welcome.
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How long will it take for my policy to get approved?
This depends on your health and whether or not there was anything missing from your medical history. This is why it is stronger encouraged to give full disclosure of all medicines (even if you did not take them) as well as all medical conditions within the last 10 years.
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