Thanks for Scheduling your Appointment!


Confirmation of the date, time and location will be emailed to you momentarily.  You will also receive a reminder 24 hours prior to our appointment.


What you can expect:

  • May need to answer medical questions, financial information and/or lifestyle history
  • If the conversation will be by phone, be in front of a computer with internet for screen sharing if needed

Information that may be useful during our conversation:

  • Driver’s license
  • Banking information
  • If the policy will be corporately owned, corporate documents will also be required (i.e. federal business number, articles of incorporation)


During our conversation, confidential personal information may be disclosed.  To read our privacy agreement, please click here.