I care deeply for my clients, their families, and their businesses. I also care about how much they may be paying in income taxes or capital gains when liquidating assets to help pay for an unexpected healthcare event, death or disability. I find joy in educating my clients on various tax advantaged solutions to find peace of mind for protecting their assets or creating an income stream.
I have been an insurance agent since 2015 and have fallen in love with this business and the flexibility it allows me to make it what I want it to be. I am currently expanding my business and professional designations. I have been married almost 25 years, have 3 kids: Amadea (also my Executive Assistant in San Diego), Oliver - D1 Rugby player for CWU, Ezra- a junior in HS.
I am intentional with my time and resources.
I meditate daily and believe in the power of intention, purpose and mindset.
Business owners, high income earners, and anyone open to learning where the holes may be in their financial plan regarding insurance, income protection and guaranteed, tax advantaged savings using insurance.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1. When is the last time you reviewed your life insurance, disability and long term care insurance plans?
2. Are you paying too much for your premiums and do you really know how your insurance plans work?
3. Have you considered the ramifications your business and/or family would face without adequate life insurance, long term care insurance or disability insurance?