WORKING WITH ME - THE PROCESS

I never charge for a brief initial phone conversation and that's often the best way for us to begin. Or, if you wish, you can email me. Once we've determined what I will be doing for you, I'll need you to complete the "What Information Do I Need Before Beginning Work?” form below and email to me, so that I can review it prior to our consultation.


If you want me to review a specific life insurance or annuity policy you own or are considering, I'll need complete details of that policy before our consultation.

What Information Do I Need Before Beginning Work?"

ENGAGEMENT LETTER

It's essential that you know what you can expect from me - what services I will and will not perform for you - and what I'll need from you. Prior to our consultation, I will send you an Engagement Letter specifying what you can expect from me. I ask that you complete and sign both copies of the form (one for me and one for your records) and email or mail me my copy. This way there won't be any uncertainty or confusion about what I will and will not be doing for you