After the policy is in place, I stay in touch through texts and emails throughout the year. Then once a year we sit down for a review.

That’s when life shows up.

New grandbaby. A kid who just got married. A raise that means more to protect.

Those conversations aren’t sales pitches — they’re checkups. Like going back to your doctor after a diagnosis. You don’t just get the prescription and disappear.

I want to make sure what my clients  have still fits their life.