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LIFE INSURANCE PLANNING

  • Are you ready to get life insurance protection?
     

  • Do you feel overwhelmed by which type of  life insurance is right for you?
     

  • Would you like an expert to help you make confident and informed decisions about your life insurance and streamline the application process for you?

    If so, I invite you to book a life insurance review call with me!

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THIS CALL IS RIGHT FOR YOU IF YOU WANT HELP:

Exploring which types of life insurance policies are right for you.
 

Deciding on which life insurance product to apply for.
 

Applying for life insurance and streamlining the application process.
 

Securing the policy once approved and making sure everything is in good order and active.

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DURING THIS 20 MINUTE INSURANCE CALL WE WILL:

  • Discuss the different types of life insurance options for your financial goals and needs.
     

  • Review any current life insurance coverage you may have and see if it’s still a good fit.
     

  • Decide on which life  insurance you want to apply for and schedule the application meeting.
     

There are no surprises or any obligation involved

WHY WORK WITH ME?

I am a Certified Financial Planner, leading speaker, insurance broker and brand ambassador.  I started in this industry at the age of  22  as a financial advisor and at 28 launched my own Registered Investment Advisory, Financially Wise Inc.  I worked with thousands of clients on their financial journeys and in 2020 sold my private practice and now focus on just life insurance for clients,  coaching financial planners, speaking, and brand partnerships.
 

Throughout my career I have worked with top brands like Chase, Mint, ETrade, CNBC, Gemini, AirBnB, Zoom, Altruist, Refinery29, and more to promote financial literacy via media interviews, video content, celebrity, and expert interviews, TV appearances and more.​ 
 

I was selected as one of the 40 under 40 in 2020 by Investment News, as one of the 22 “Women To Watch” by InvestmentNews in 2018, and was ranked on INVESTOPEDIA’s Top Influential Financial Advisors list from
2017-2022.  I am a CFP® Pro spokeswoman as part of the CFP Board Center for Financial Planning’s campaign to educate minorities about financial planning careers. 
 

Away from the office, you can find me meditating, cooking, and of course, dancing!

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