"A person buys life insurance, not for themselves, but because they love someone." - Dick Callahan
As we age our life insurance needs change. There is no one size fits all policy. A young couple, a family, a single parent, a single person and a retirement age person all have differing needs.
Our current and prospective individual clients experience a difference as we help them obtain their policies. We work with our clients to help find the life insurance plan that best fits their needs and financial goals. As an additional service, we offer annual policy reviews upon request.
Everyone wants to qualify for the best insurance rating classification. Each insurance company has its own criteria for qualifying for those classifications.
Factors that impact underwriting decisions: Age, height/weight, tobacco use, current medications or treatments, general health, personal and family health history.
'You were referred to us by someone who really liked working with you. Once I met and talked with you, I knew right away that you were going to be great. I found you to be personable, detail-oriented, and responsive. I also felt that you listened to our needs and answered every question we had thoroughly. It's been great working with you over the years!"
Claudia Jasin
Executive Director
Jamestown Community Center
