Personal Background
- Resident of Canton, NC, Haywood County for 26 years.
- Blessed with a marriage of 40 years, 2 adult children, and our puppy Bonnie.
Volunteer Work
- Serving the healthcare needs of low income seniors, veterans, and disabled at food pantries in communities across Western North Carolina.
- Offering assistance applying for “Extra Help” and the Medicare Savings Program.
- Offering assistance obtaining Extra Benefits.
Professional Background
- Licensed insurance agent in NC, SC, TN, GA, and FL.
- Prior to becoming an Insurance Agent - Educator for 17 years
- Prior to becoming an Independent Insurance Broker - Employed by an insurance carrier as a captive insurance agent.
Personal Business Philosophy
I'm dedicated to helping my clients protect their financial security and gain peace of mind as they prepare for retirement and throughout their retirement years. My goal is to offer healthcare and financial solutions for the life of your retirement. Each clients need is unique. I build strong personal relationships with my clients to better understand their goals and serve their needs.
What I bring to the table for my clients:
As a 'captive' agent I was very limited to the products, services, and rates I could offer my clients. At the end of the day, that was frustrating because my clients are like family to me. I want them to have the Best of everything available to them.
So in June 2016, when presented with the opportunity, I became an Independent Insurance Broker and have been appointed with several top name insurance carriers while having access to dozens more. This has been a wonderful change for both my clients and I because it has afforded me the ability to "shop options" for my clients to offer them some of the absolute best rates in the insurance industry today.
Many of my insurance carriers are A+ rated and have products to meet every client need. I have an array of health insurance products available including medigap (medicare supplements), medicare advantage, prescription drug plans, dental, vision, hearing, hospital indemnity, recovery care, critical illness, heart attack/stroke, cancer, accident, and disability income.
There are also many life insurance options to consider including but not limited to whole life/final expense, term life, universal life, and accidental death.
There are options for mortgage protection, debt pay off, survivor income, college funding, retirement, and everything in between.
And let's not forget, options for annuities that are especially designed to protect your assets and hard earned savings while giving you an income for life. Long term care insurance options are also available to preserve your assets while helping your loved ones care for your future needs.
So if you'd like to talk with someone who is 'not sales like' but who approaches insurance with a budget minded financial counseling point of view, and as an educator who is happy to explain everything and will walk you through the sea of retirement mazes on dry land, and who will treat you like family (not just another number or phone call), then please don't hesitate to call me today. I personally answer and/or return all of my calls.
Thank you for your interest. I look forward to serving you soon.
Proverbs 3:5-6 "Trust in the Lord with all thine heart; and lean not unto thine own understanding. In all thy ways acknowledge Him, and He shall direct thy paths."
