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Frequently Asked Questions

Do you charge a fee for your services?

No.  I don't charge a fee for any of the services.  I am contracted by the insurance companies and I'm paid a commission.

What is the best type of life insurance to buy?

The best type is often found after visiting with you and getting the facts and also your wants, needs and budget.  The most important type of insurance is enforce when you need it.

How long have you been in business?

I started in the insurance business after graduating from The University of Utah with a Bachelors of  Finance in 1989.  

Why is Business Succession important?

A well-planned succession strategy will be customized for you to help your family and your business move forward without disruption in a manner that is in accordance with your business goals. Through our sound financial advice, we will help you to preserve and enhance your wealth while making the transition a success for everyone involved.

Business succession planning is an extensive process that requires strategic preparation. Learn your options and get sound advice talking to our experts.

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