Our Process
The team at Insurance and Estates is here for your success. Our primary focus is Guidance and Coaching, remaining with you every step of the way, through:
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Education, helping you discover what options are available to you based on your specific needs and goals.
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Evaluation, where your Pro Client Guide will help identify the ideal plan for you.
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Quotation, properly designing your policy within the parameters you prefer.
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Application, keeping you up to date on your status.
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Maintenance, which involves assisting you on your journey, providing policy maintenance and continued guidance to make sure you are successful on your journey.