Mother-Daughter Team
Your Trusted Insurance Agency
With advances in technology buying Life Insurance or Health Insurance is fast and easy! Fill out our online form or give us a call to start. Watch the video below to learn more…click CC to turn on the subtitles.
Looking for Telehealth Services because you don't have health insurance or not included in your plan? Click below!
Esta buscando servicios medicos a través del teléfono por no tener seguro medico o su plan no lo incluye? Dele al botón.
Our 3-D Process
It's as easy as 1-2-3
01
Define
In our first step, we will talk via phone or video chat to discuss and define what your needs and goals are.
02
Discover
Once we’ve defined what you’re looking for it’s our turn to discover the best options for you. At this point you will receive a video quote in which we explain all the benefits.
03
Decide
After we discovered your options and you watched the video quotes, you will have the solutions in your hands to decide the best option. At this stage you are ready to say Sign me up! We take it from there filling out the app with you. Best of all no payment is required until the policy is approved and you have agreed on the face amount and payment amount. This can all change based on underwriting so the best thing to do is fill out the application and do a medical exam, if necessary. This way we can get the most up to date rates.
Scroll down to learn more
Our 3-D Process
Define ~ Discover ~ Decide
- Step 1: Define
We gather some info
No two families are the same. In order to provide you with a personalized quote we need to gather some basic info.
We do this by phone or video chat. Whichever works best for you, we know that you’re busy and might not have time or want to clean up so we can go over. Don’t worry this isn’t 100 questions. This will help us know more about what you’re looking to protect.
To get started just fill out the form.
- Step 2: Discover
We shop and compare
After step 1 where we talked on the phone or maybe through video chat, we get to work by finding the companies and policies that best fit your needs.
Unlike agents that only represent one company, we have options and work with your budget and need in mind.
At this point, you will receive a personalized video quote so it’s just like being with us face-to-face where we explain all the benefits. Best of all, you get to watch this at your most convenient time, maybe in your pjs and a cup of coffee.
5 STAR REVIEW
- Step 3 Decide
Time to take action
After viewing the video quote and asking us any additional questions, you’ll have all the details you need to make an informed decision. Nothing happens unless you take action.
