Our Process: Simple, Clear, and Pressure-Free
Choosing the right life insurance starts with understanding — not selling. Our process is designed to give you clarity, confidence, and complete control over your decision.
Step 1
Meet & Understand
Meet with us — in person or remotely
We start with a conversation to understand:
- Your goals
- Your financial priorities
- Your current coverage (if any)
- What matters most to you and your family
No pitches. Just listening.
Step 2
Review & Analyze
Review your current policies using our patent-pending AI Policy Reviewer
We use Policy Hero's AI-powered policy analysis to:
- Review existing coverage
- Identify gaps, inefficiencies, or missed opportunities
- Explain what your policy is actually doing — in plain English
This allows for faster, more accurate insights without guesswork.
Step 3
Outline Objectives & Options
Create a clear plan and quote
We outline:
- Coverage options aligned with your goals
- How each option works over time
- Pros, tradeoffs, and assumptions
- Transparent pricing and illustrations
No pressure. No urgency tactics.
Step 4
Your Decision
Move forward — or don't
You decide if and when to move forward.
- No obligation
- No follow-up pressure
- No sales games
Our role is education and guidance — the choice is always yours.
Ready to Get Started?
The first step is just a conversation. No commitment, no pressure.