Services
More of what you need and less of what you don't
Personalized Policies
I offer a personalized life insurance experience. Consider me your guiding hand through the whole process. I’ll work with you to ensure that we make the best possible purchase decisions. A full application can be intimidating on your own. I will be helping you with the approval process as well as letting you know what riders and deductibles would be right for your custom policy.
A personal insurance agent basically in your pocket there to assist you and let you in the loop on different carrier options and new products. I do the heavy lifting and you get the free quotations and instant approval! This business is personal to me, so it’s only fitting I make it personal with you and tailor a policy backed by my expertise. That’s Sully’s way.
I represent YOU, not the insurance company
Ongoing Support and Policy Renewals
Not happy with your current policy? Or your renewal date is up and you want to find more coverage? I can definitely help with that.
Reach out to me and we’ll review your current policy together free of charge. I’ll be happy to get you more coverage or find another carrier as long as your renewal is up. A policy review involves us taking a look at your current premiums, your current carrier, and riders and deductibles that are attached. If you are not happy with your current policy, then consider me at your renewal date. We can do that over a zoom call, in person, or by phone. Whichever you are more comfortable with. I can even do it through text! Sully is there for you 24/7.
Let's assess those needs
I'm Learning a lot About You
I have a fiduciary duty to learn your needs and your goals. This helps me understand what kind of coverage you will need going forward. It’s also my duty to provide accurate and complete information about insurance products. Building rapport and trust with my clients is very important to me. So I need to understand and ask questions about your finances, health, and lifestyle so I can recommend specific products that fit your needs and budget. It’s really not so bad, and this being a relationship business, I’ll put myself in your shoes so you know I have your best interest in mind.