Select a meeting

• Rollout/Transfer

  25 minutes

  Sessions curated for policy, retirement vehicle and savings plan changes.

  Sessions curated for policy, retirement vehicle and savings plan changes.

• Plan/Policy Review

  20 minutes

  Policy, retirement vehicle sessions. These bookings also include annual policy reviews.

  Policy, retirement vehicle sessions. These bookings also include annual policy reviews.

• 403(b)

  15 minutes

  Sessions for public school system employees, university professors, hospital, ministries and other non profit organization employees.

  Sessions for public school system employees, university professors, hospital, ministries and other non profit organization employees.

• Term

  25 minutes

  Session for term policy starters and owners.

  Session for term policy starters and owners.

• Annuity

  35 minutes

  Retirement planning sessions for individuals and public sector employees.

  Retirement planning sessions for individuals and public sector employees.

• Final Expense

  15 minutes

  Sessions designed for persons interested in burial coverage (start or add).

  Sessions designed for persons interested in burial coverage (start or add).

• IUL

  30 minutes

  Sessions for those individuals wanting to start an Indexed Universal Life policy. Generally after discovery call or a personalized quote.

  Sessions for those individuals wanting to start an Indexed Universal Life policy. Generally after discovery call or a personalized quote.

• Business Solutions

  30 minutes

  Session designed for business owners, entrepreneurs and gig workers seeking financial, life and credit strategies.

  Session designed for business owners, entrepreneurs and gig workers seeking financial, life and credit strategies.

• Life Quotes

  10 minutes

  Scheduling for more personalized quotes.

  Scheduling for more personalized quotes.

• 1 on 1

  45 minutes

  Scheduling slots for discussions otherwise outlined within my booking types.

  Scheduling slots for discussions otherwise outlined within my booking types.

• Discovery Call

  15 minutes

  Designed to build trust, rapport and a sense of urgency when it comes to restructuring the mindset on money. Get to know me, our services and business. Can’t wait to hear from you!

  Designed to build trust, rapport and a sense of urgency when it comes to restructuring the mindset on money. Get to know me, our services and business. Can’t wait to hear from you!

• Financial Analysis

  60 minutes

  Need to improve your financial profile? maybe re-evaluation or a first look? Receive your personal check-up today! Your financial check-up that is. Learn savings and investment methods to get the proper foundational structure you need. All geared towards you and your family’s financial goals/worthiness.

  Need to improve your financial profile? maybe re-evaluation or a first look? Receive your personal check-up today! Your financial check-up that is. Learn savings and investment methods to get the proper foundational structure you need. All geared towards you and your family’s financial goals/worthiness.