1. Preparing for Your Life Insurance Discussion: if you’re going to talk to us about life insurance, read this first.
  2. Term4Sale: a third party website that provides instant online quotes for term insurance. Speak to us to confirm if rates apply to your situation.
  3. Should You Consider Permanent Insurance?: for clients considering life insurance who want to know if they should consider permanent life insurance over term insurance.
  4. Applying for Life Insurance: if you’re ready to apply for life insurance, read this to prepare.
  5. How to Prepare for Your Medical Exam: prepare in advance for your medical exam to get the best results; read this memo, and have a list of all your healthcare providers seen in the past 5 years, and a list of your medications.