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Request
Your Free Consultation
Dear
Friend,
When
we meet for the first time it‘s
in the privacy and comfort of your home. We spend about 15
minutes or as long as you need
getting to know what’s
important to you and your family. We discuss
your goals and the risks you face in pursuing them.
After
we understand what’s most
important to you we build a protection plan together that fits your
needs. Our building
process is an open dialogue; asking
and answering questions until you are 100% satisfied with the plan and
it fits
your family budget. After
we custom-build
your plan we complete an application and collect a check for the first
month’s
premium. Our meeting lasts for 30-45 minutes depending on how many
questions
you have
We
send in the paperwork to the
insurance company and work with them on your behalf throughout the
approval
process. In many
cases we are able to get
you qualified without you having to see a nurse but there are some
occasions where
our clients must complete a minor medical exam. (This depends
on your medical history.)
It
takes 1-4 weeks to get qualified. Once you are qualified we
deliver the plan to
your home. You are under no obligation to keep the protection plan and
if your
situation has changed and it no longer matches your needs you can
return the
plan and your premium will be refunded.
When
we deliver your protection plan
we also provide you with recommendations to improve and feel better
about your
financial situation. It’s
our experience
that many people are dissatisfied with the loss in their retirement
savings and
turn to us for safe places to keep their money.
With
social security disappearing
and pensions terminating our clients appreciate the retirement income
streams
we build for them that they can never outlive. If you are
100% confident in the retirement plan we
prepared we will
complete the paperwork to keep your money safe at this 2nd
meeting.
We
are compensated for our services
through the companies we represent and you do not have to pay a fee for
our
service. We
appreciate the opportunity
to work with you and look forward to hearing from you.
Contact
Us Directly
OR
Protecting
Families,
James Blackburn
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