I am focused on being a professional insurance advisor to your clients. My goal is to make the insurance step simple and get your clients that much quicker to the closing table.
Loan Officer Partnership
My goal is simple, to be the most transparent insurance advisor your processing team and clients could have in their corner.
One of the first steps when someone is buying a new property, they seek advice from their financial advisor. My job is to be a professional insurance advisor during the process with the goal of providing property and casualty insurance solutions.
As a Realtor...
As a realtor, you are the centerpiece of your client’s home-buying experience. You need to make sure your client is in the driver's seat at all times.
From their mortgage lender, property management company, utilities, title, and insurance, you need to make sure all of that is handled for them.
But not just asking if they have it all taken care of, but making sure it is taken care of. Having a consistent sales process to make sure their insurance is handled properly with local support.
As a Financial Advisor...
Let’s be clear, a financial advisor's job is to help a client have a great financial plan and offer investment advice and life insurance advice.
The more money a client has to invest in themselves and their future, the better.
If I can help them save money on their property and casualty policies, while offering them local insurance advisor support and coverage, we are all winning.