CONSULTING SERVICES
I offer annuity and life insurance consulting services to agents & financial advisors; attorneys, trust officers, & accountants; and to consumers on a fee-only basis (no commissions).
If you're a consumer...
..and you need advice or education about an annuity or life insurance policy that you own or are thinking of purchasing
If you sell annuities or life insurance ...
... and you need advice or education about annuities or life insurance in general or about a specific product or if you have suitability or taxation questions
If you don't sell insurance products but need to understand your clients' annuity or life insurance policies ...
If you're an attorney, accountant,trust officer, or other professional who doesn't sell insurance products but is often asked questions about them that you can't always answer
