My Background

At [DBA Name], [I/we] sincerely believe that most people want to do what’s right: right for themselves, right for their families, and right for their communities. In fact, that’s one of the reasons [I/we] created this firm back in [year]. After [#years] years working for someone else, [I/we] wanted the opportunity to control [my/our] own destiny, and to do what [I/we] thought was in the best interest of [my/our] clients.

You can take comfort in the fact that [I/we] have been a part of this community for [#years] years, and therefore have a vested interest in seeing [my/our] friends and neighbors succeed. In fact, [I/we] probably have many of the same hopes and aspirations as you, and will be happy to share all the resources and information our firm has to offer.

Depending on your needs, [I/we] can introduce you to some proven, dependable ways to help protect your family’s lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you’re wondering about [my/our] qualifications, you may find it reassuring to know that [my team and I] I have [a combined] [#years] of experience in the insurance and financial services industry.

Of course, [my/our] background isn’t really the one that matters. [I’ve/we’ve] found that getting to know [my/our] clients—their hopes, dreams and goals for the future—is far more important. So if you’re looking for someone who's ready to put their expertise and experience to work for you, please let [me/us] know.

Protect your family – now and into the future.

Tell me a bit about yourself, and I will call you to discuss a personalized strategy.

* Required

MarketerID: 0170759