Client success story: how a referral set a young couple up for life
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People’s lives change once they have the right coverage and protection. We’ve seen it happen with our customers. Read on to find out more. (more…)
Retirement planning and insurance
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Retirement planning can be tricky, but there are steps you can take to ensure a safe, happy and fulfilling retirement for yourself and your family. (more…)
Where there’s a will, there’s a way: persist until you meet a customer’s needs
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Tricia has a mortgage and she wants to make sure her family’s needs are being met as they carry their financial obligations. (more…)
Client success story: Creating solutions for customers is all about doing your homework
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Creating solutions for customers is all about doing your homework. (more…)
Turning frustration into satisfaction and new business through customer service
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Mr. Vassil came into our office last week upset about his increasing premium but he left satisfied with his auto policy and having requested a quote on life insurance. We had turned his frustration into...
Rising cancer rates among young people will mean rethinking how we do insurance
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It was with some concern we found out that cancer rates are increasing among young people, reversing 60 years of continuous decline. According to the American Cancer Society, colorectal cancer rates have increased with each...