- Budgeting
- Debt Consolidation
- Mortgage Referrals
- Decrease your taxes
- Have a business opportunity to bring in extra income
- Virtual Medical advice by doctors (included in some of our insurance policies)
- Funeral Concierge Services
- Look at decreasing your bank fees
- Teach you about Creditor insurance
- Quick pay (get money within 48hrs after your loved one dies). only on certain types of insurance
- Tenzing (a place to keep passwords, photos anything you want for your loved ones)
Financial Broker/Retired Paramedic