Archana (Arch-na) Patel - Insurance – Life & Health

Member Profile

Member Bio

Out of the box thinker who navigates 10 steps ahead. I lead by example. It is exactly why I am with CalChoice. Their money and my money is invested in the same companies we share with our clients. Why? – We share strategies that WORK!

    Contact Info
  • Phone: 678-381-5383
  • Team: Sugarloaf
  • Introduced by Dr. Kristen Welsh
  • Joined on 02/17/2012

Recent Comment

Accurate: Precise

I have always been a big picture person. While I may speak with my clients about long term insurance vision, I know that getting them there is about numbers. I pay extra attention on the details of their current needs, upcoming expenses, travel or challenges to make sure the life insurance serves them today, ten years from now and even 30-40 years from now. That extra precision is what makes my clients feel comfortable purchasing their protection.
I make sure that they have the insurance they need when they need it most.

Awards & Recognition

Membership
  • 3 year
  • 5 year
Leadership
  • TeamCoOrdinator
  • ParticipationCoOrdinator
  • VisitorCoOrdinator
  • MembershipCoOrdinator
  • MentorCoOrdinator
  • Officer Hand Pin
  • Coach
  • Orientation Panelist
  • Design Team
Team Recognition
Development
  • Orientation
  • InfoMinute Seminar
  • GateOpener 101
  • Best Client Workshop
  • 7-Minute Workshop Presentation
  • Filling the Filing Cabinet

Members Sponsored

  • Jessica Jakulski
  • Joanna Knight
  • Svitlana Davis

Company Profile

Company Profile

We educate people how to win in bad economic times utilizing our PHILOSOPHY & INVESTMENT DIRECTION. We will show people how to create a TAX FREE RETIREMENT with our PRIVATE RESERVE ACCOUNT MAX.

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