Our personalized process is all about listening to you, education, and informed decision making. There are no sales appointments or canned presentations. We prefer open discussions over the phone and through email, to help you decide if an insurance policy is right for you and your family.
Through an initial phone conversation, we learn about your interests, answer your questions, gather information about your health history, and determine if we may be able to help you.
If an insurance policy is a consideration in your planning, then an educational approach in analyzing and documenting the most appropriate type of insurance solution for your personal situation will be taken.
We have access to over fifty insurance companies, and will narrow the focus to those appropriate for you. Then provide you with several options from different companies, explaining in detail the features, benefits, and pricing of each.
Whether you have a simple, one-time question, or a complex insurance planning task, you can email Ray to set up a no-obligation phone appointment. Or call him at 781-237-0004.