Frequently Asked Questions

There are four easy ways you can engage.

1. Check me out on LinkedIn. I post regular tips, tricks and need to know info.

2. Sign up for my email list. I send out regular newsletters with information you can use now. I also will let you know about any classes or speaking events I’m holding.

3. Register for an online or in person session that fits your needs. 

4. Need help immediately? Or just want to find out more? Schedule a free, 15 minute discovery call.

I meet you where you are now.

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If you have immediate needs, schedule a free, 15 minute discovery call. We can discuss what will best help you.

If you’re looking for general information, check out one of my group events. These live and recorded sessions are designed to give you the baseline you need to plan ahead and make decisions.

You can take either or both approaches, based on what feels comfortable for you today.

We will work together to make a customized plan of action that addresses your loved one’s needs. Our sessions will be via video meeting or phone, whichever is most convenient for you. You will receive written notes of each session for your future reference.

Absolutely! As a Certified Insurance Consultant, Life & Health, I have a fiduciary duty to you. That means I have to keep your information confidential, and any support I offer has to be in your best interest.

Not any more!

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I’m a Certified Insurance Consultant, Life and Health. I can’t and don’t sell life or health insurance. I don’t steer business to specific brokers or companies.

I have a fiduciary responsibility to my clients. That means that legally I must put your best interest first in any analysis or advice I give. I work for you, no one else.

No! Our sessions will be phone or by online meeting, which ever is more convenient for you.

Medicare, healthcare and insurance have national guidelines and standards, so I’ll be able to help.