Professional with a personal touch.
TAILORED TO YOUR NEEDS
At Heaven Sent Insurance it is my goal to educate you on your plan choices through the “Teamwork Approach” this approach means working with you to uncover and understand your insurance need. Once we have familiarized ourselves with your potential coverage gaps together we can determine how to best structure your insurance plan.
Working together is the key element in the uncovering process. We need to have reliance on the integrity, strength and confidence in each other. Trust that we will both give our best to achieve our goal and continue a working relationship to maintain that goal. We must review our plan, agree upon, and fully understand it’s purpose to make sure our goal hasn’t changed, and our planning is still adequate for your current need. Question, search, and research, reviewing any new possibilities, to find the most comfortable solution for your short term and long term “life” insurance needs.
I need to collect personal information from you to conduct a complete needs analysis, in order to provide you with the correct insurance products. The personal information I collect including name, address, age, SSN, health, employment, financial history, and hobbies. I maintain physical and procedural safeguards to keep your information safe. I restrict access to your personal information and only allow disclosures to persons who must use it to provide insurance products and services to you.
Your personal information may be disclosed to other entities for underwriting or administration to provide support services for the insurance products needed to provide you proper coverage.