And, in case you were wondering, this isn't a “free consultation” that turns into a sales meeting.
Frankly, this is not how we do business.
We spend our time during your appointment thoroughly understanding your needs, answering any questions and concerns you have, and helping you understand what documents will ensure the best possible protection for you and your family.
Of course, we will offer you the opportunity to work more closely with us (and most folks do take us up on this offer), but there is absolutely no obligation to do so.
We’ve even had clients that we quoted $0.00 to because after reviewing their existing plan (and yes, you have a plan whether you know it or not!), their goals would have been accomplished without them hiring us.