A Clear Process, from first call to claim.

No one-size-fits-all plans. Here's exactly what to expect when we work together.

  1. 01

    Discovery Call

    Our first meeting is just a conversation and a quick questionnaire, typically over the phone. It gives you a clearer understanding of my role as an advisor and lets us explore how I can help with your financial needs and goals.

    Only if you find our discussion helpful will we talk about next steps.

    This meeting isn't meant to sell you anything. If it doesn't resonate, I'll treat you to a coffee.
  2. 02

    Financial Needs Analysis

    Our second meeting is a comprehensive overview of your financial needs. Building on our first conversation, we go deeper into your goals.

    We focus on a few key topics, such as your goals, assets and liabilities, income, and retirement. Every individual and family has unique needs, wants and resources.

  3. 03

    Your Proposal

    After the financial needs analysis, I carry out an in-depth analysis and prepare a personalized action plan based on your objectives. I'll present it to you, and if it suits you, we'll move forward with the application.

  4. 04

    The Application Process

    Insurance products are typically divided into two categories: underwritten and simplified issue. Based on your needs analysis, budget and health history, we can anticipate which product will benefit you most.

    In most cases, you can complete your application online or over the phone. You'll receive digital copies of every document created and submitted, and they can be mailed to you if you prefer.

But that's not the end of our relationship

I'm Here Long After the paperwork.

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Insurance Claims Support

Clients will inevitably need claims support. Whenever I place a life insurance policy, I make sure I've connected with the beneficiary and contingent beneficiaries, so no one is left in the dark.

Whether it's a life, critical illness or disability claim, I'll help you complete everything accurately and on time.

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Reviews & Updates

Life is full of changes. I contact my clients at least once a year to offer a fresh financial needs analysis and make sure their coverage is up to date.

And you're always welcome to reach out any time you want to make a change.

Next step

Let's Start With a Conversation.

Your first meeting is a short, no-pressure discovery call. If it doesn't resonate, the coffee's on me.

Book a free discovery call