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:

✅Education, helping you discover what options are available to you based on your specific needs and goals.

✅Evaluation, where your Pro Client Guide will help identify the ideal plan for you.

✅Quotation, properly designing your policy within the parameters you prefer.

✅Application, keeping you up to date on your status.

✅Maintenance, which involves assisting you on your journey, providing policy maintenance and continued guidance to make sure you are successful on your journey.