What I Do Best…
From my 2018-2019 “Why Buy!” book. This is an overview of who I am, what I do, what companies I represent; kind of a tell all. This is used to familiarize new clients with all the facts so they can come to a conclusion as to if they should “buy” what I am telling them.
- Our Agency – Who we are as a company, how we began, and what’s our mission.
- My Family – Just some of the people that influence my life. My motivation.
- My Biography – My history and background in the financial services world.
- My Specialties – What do I do best? Here it is.
- My Companies – The excellent companies whom I choose to represent. These are the tops in their respective spaces.
- My Brands – What does it mean to be a “Medicare NINJA!”? Why am I the “Cool Family Banker?”
- Current Concerns – Where are you in life? How can I help?
- Suitability – Let’s talk about your experience, knowledge, risk tolerances, etc.
This is my career. I am more passionate today than the day I began; so many years ago.