No. Consultations are complimentary and provided at no cost. Our goal is to help you understand your options and make informed decisons about protecting what matters most.
We'll discuss your goals, current situation, concerns and priorites. There is no obligation to move forward, you'll have the opportunity to ask questions along the way.
The timeline varies based on the product, carrier, and underwriting requirements. Some applicants can be completed quickly, while others may require additional review, medical information, or follow-up steps. During our conversation, we'll outline what to expect based on your specific situation.
No. Many clients come to us with questions rather than a specific solution in mind. Our first step is understanding your goals, concerns and priorities. Once we have a clear picture of your needs, we can help evaluate available options and identify solutions that may be a good fit for your situation.
That's okay. You can start with estimates or general information. If more specific information is needed to evaluate your options or move forward, we'll explain what is needed and why before asking for it.
All BW Strategies meetings are held virtually through Zoom or Google Meets. We do not conduct in-home appointments, so you can meet with us from wherever you're comfortable without having to arrange an in-person visit.
You don't need to have everything perfectly organized. Depending on your goals, it would be helpful to have information about your income, exisiting insurance, retirement accounts, employer benefits, debts, and other financial priorities available.
If your spouse or partner will be involved in the financial decisions we're discussing, we strongly encourage them to attend, even if they're attending virtually from a different location. Having everyone present allows both to hear the same information, ask questions, and be part of the conversation.
If attending together isn't possible, we can arrange a separate conversation to make sure everyone is included.
Life insurance can play a role in protecting key individuals, supporting business continuity, and helping with succession planning conersations.
Key person protection is designed to help a business manage the financial impact that could result from the loss of an essential employee, owner, or partner.
Succession planning helps business owners prepare for the future transition of ownership, leadership, or operations. Having a plan in place can help protect the business, employees, and family members involved.
Nope! Business planning needs can arise at different stages and company sizes. The appropriate strategy depends on your business structure, key people, financial obligations, ownership, and long-term goals.
No. We're open to both individuals who are new to the industry and experienced professionals. If you're not currently licensed, we'll discuss the licesnisng process and what it takes to get started.
No. Experience can be valuable, but it isn't required. We're looking for people with an entreprenuerial mindset, strong determination, a willingness to learn and the drive to build something of their own. If you're motivated by growth, flexibilty, and creating opportunites for yourself while helping others, we'd love to have a coversation.
Yes! This a remote opportunity that allows you to work from home while connecting with clients and the team virtually.
Yes. While the opportunity is remote, there are optional opportunities to attend company events, trainings, conferences, and other in-person experiences throughout the year.
Yes! New agents have access to training, resources, mentorship, and ongoing support as they learn the business and develop their skills.
There is flexibility in how you structure your schedule and build your business. We'll talk more about what that looks like and the expectations during your introductory conversation.
Schedule a conversation with us. We'' walk through the opportunity, answer your questions, and give you information you need to decide whether it's something you'd like to explore further.
