Describe How You Would Like To Be Introduced Via Email
It's great to meet you! I'm an independent insurance broker in the local Kyle, Buda and San Marcos area. I got started providing financial education to teachers in the public school system and am now i'm expanding to serve business owners with their benefits planning needs. I work with many different insurance carriers so I can provide a custom plan that meets all of my clients needs and wants. I would appreciate the opportunity to get to know you and see if I may be of service to you and your family or business. Feel free to reach out anytime!
What is your "why"? Why do you do what you do?
My Family
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Do you have a plan in place to protect your loved ones if you were unable to provide for them?
Who do you depend on to take care of your loved ones and/or financial obligations right now?
Does your current plan provide enough financial protection to ensure this person can take care of everything that matters to you?
About me
After serving in the US Army for 8 years and working in IT for a decade I found a new career path as a licensed Life and Health Insurance Agent/Broker. I have a passion for helping people find solutions to life's many problems and protect what they care about most.