Describe How You Would Like To Be Introduced Via Email
Hi [referral name]
Please meet a great partner of ours, Frank Airey who can help with insurance coverage. The best way to get a hold of Frank is to schedule a meeting through his link provided below.
https://meeting.levitate.ai/#/landing/ee911f-8i4i0w
What is your "why"? Why do you do what you do?
Health insurance is confusing by nature.
Unique Selling Proposition
I was raised in a household where fiduciary responsibility wasn’t just a professional standard—it was a core value. That foundation drives me to always put my clients’ needs and goals first, no matter the individual or business situation.
What sets me apart is the way I combine local expertise with strong industry connections. I work alongside a team with decades of experience and maintain close relationships with carrier representatives, allowing me to stay ahead of trends and secure the best products at the most competitive rates.
But my role goes far beyond simply selling insurance. I provide ongoing support through comprehensive policy management, annual compliance filings, and access to online benefits management systems—all at no additional cost. My commitment is to deliver trusted guidance, streamlined administration, and long-term value for every client I serve.
About me
I’m a business owner who believes that great work starts with good communication, strong coffee, and the occasional dad joke. I focus on helping clients protect what matters most, their children, their finances, or just that pesky rash that won't go away.
With a background in Finance, Economic, Real Estate, & Insurance, I thrive on solving complex problems and creating tailored benefits packages for small businesses in Washington State. My approach is equal parts detail-oriented and people-focused—I want the process to feel just as good as the final result.
When I’m not calling prospects or firing off emails, you’ll probably find me out to dinner with my wife, coaching high school baseball in the spring, or volunteering for a local non-profit.
I take my work seriously, but not myself—and that’s kept clients happy, projects successful, and me (mostly) sane.