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I am a Platinum Financial Advisor with Great Eastern Life. I am selling life/investment-linked, property and casualty, long-term care, health and disability insurance policies. I help clients plan for a secure financial future with retirement planning services for individuals and pension plan development for businesses. I do financial planning services consult with clients to stay on top of changes in financial status and to ensure the client’s financial needs are met.
I am a Platinum Financial Advisor with Great Eastern Life. I am selling life/investment-linked, property and casualty, long-term care, health and disability insurance policies. I help clients plan for a secure financial future with retirement planning services for individuals and pension plan development for businesses. I do financial planning services consult with clients to stay on top of changes in financial status and to ensure the client’s financial needs are met. I do interview prospective clients to get data about their financial resources and discuss existing coverage with no cost. I analyze clients’ current insurance policies and suggest additions/changes and customize insurance programs to suit individual clients. I help policyholders to settle claims.