There are countless places you can go for financial products of various types, but with little spare time to look at your finances, it’s important to make the decisions that will have real impact on your retirement.
I found Brian’s web site on the internet. I was looking for some life insurance quotes. Brian shared some ideas beyond just term insurance. The ability to convert this policy and having lots of choices that I was not aware of, he also, gave me a book on “Be Your own Banker” which was very interesting! Since I do my own investing learning more about insurance and what it can do for me and my family was a bonus which I don’t think I would get easily.
Brian helped us get life insurance to protect our family. He also provided Michael with critical illness insurance, which is terrific because he’s self-employed.
Brian obtained some very competitive term insurance for us, to cover our mortgage and protect our family.
Brian helped set up our mortgage and also some excellent term insurance for us to cover our mortgage.