Thank you for scheduling a call to speak with us about your insurance needs and goals.

Call Details:
Call Duration: Your initial call will be between 15 to 30 minutes.

Call Agenda:
– On this call we would like to cover these 5 core areas:
– Understanding your personal or your business’s needs
– Understanding your goals
– Walk you through our Process
– Understand if we are a good fit to work together
– Outline Next Steps

Call Platform:
We will do a video conference call using the Zoom Platform. You will receive an email with the link, date, and details for our call.

Important:
For best results please include all decision-makers on the call, it allows for a smoother and quicker alignment process.

We look forward to speaking with you.