Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
President, John Doe Financial
Welcome to [Life Insurance Advisors]. We aim to provide an educational resource for those wanting to make intelligent, money-saving decisions about new or existing life insurance policies, products, and their applications for Tax Free Income planning, College Funding, Estate Planning, Business Succession, etc.
Our approach makes clients aware of all the best life insurance options for new or existing insurance.
For new insurance policies, we provide independent evaluations of proposals and projections and recommend the companies and products likely to offer the best value. This approach minimizes policy expenses and substantially increases benefits.
We also review the performance of existing insurance policies. Most of them are not performing nearly as well as the projections made when the policies were sold. Many “permanent” insurance policies are on course to fall apart, without corrective action, before the deaths of the insured.
Our services include long-term care, disability insurance, and annuities as well as life insurance.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.
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