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Insurance, Life, Disability, Long Term Care

My BusinessI am a broker and advisor on retirement. If it's coming up quick I can make sure it is smooth. If you are still a ways out, I can make sure your plan doesn't have any unexpected pitfalls.

Ideal ReferralFolks who are turning 65 and gaining access to Medicare or who are over 65 and retiring and losing their group coverage.

Top ProductTerm life insurance, Permanent life insurance, and Long Term Care solutions

Top Problem SolvedTaking all the different aspects of retirement, placing them on the table and making them fit together and work. This frequently involves referrals to CPAs, Attorneys, and various other professionals because there are frequently a lot of changes happening when people retire.

My Favorite BNI StoryOne member asked another member who asked me if I could find a life insurance policy for an overseas security contractor. I was able to find him a policy that would pay even if he ended up being a victim or terrorism or war. I love the interaction between the members of our group and I love being able to provide value to them in helping their clients accomplish their goals.

My Ideal Referral PartnerEstate Attorneys, Property & Casualty insurance agents, Under-65 health insurance agents, and real estate agents (plans frequently change when people move to Texas from out of state)