What we offer at a glance
Critical Illness & Cancer Insurance
Key Person Protector
Whole Life Insurance
I’m only 28 years old and I never get sick. Why would I buy insurance now?
In the years I’ve been working as an insurance advisor, I have helped clients work through hundreds of questions about their insurance needs. But one of the most common questions I get is “I’m only 28 years old and I never get sick. Why would I buy insurance now?” Actually, this is the best time…
What is Critical Illness Insurance?
This is a pretty common question I get from clients. Many assume it is like the long term or short term disability plans they may be offered through their employer. In fact, critical illness insurance is quite different, although the critical illness plans work well with long term disability benefits. Most commonly, critical illness insurance…
Don’t Cancel Your Life Insurance
It is totally fair to compare market rates and life insurance policies to ensure you are not only getting the best rate, but also the best coverage. However, it is crucial to not cancel your life insurance plan until you have another plan fully lined up and paid for. The last thing you want is…
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Regarding Lindsay Cooper, the reviewer who gave a one-star rating, I don't think their reaction/comments were fair or appropriate. Cold-calling is one form of generating business for some companies. If it didn't work, no one would be doing it. It's not like they have products on a shelf at Walmart. Believe it or not, some people actually appreciate it, because they may have been wanting to invest, but didn't know where to start. Additionally, financial planning must be a worthwhile endeavor, considering Frank's been in the industry for over two decades.
Also, it is up to the individual to confirm what their call display says, not just assume. It is not a scam to have a name that is similar to another company. You just have to actually read it.