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7 Events That Increase Your Need for Life Insurance
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Sam believes the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. She not only listens intently to what matters most to you, but also crafts a personalized financial roadmap specifically designed to help get you where you want to be.
Today, Sam's ultimate goal is to empower and enlighten individuals about their unique financial journey. She is wholeheartedly dedicated to helping her clients achieve their personal, professional, and financial aspirations.
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4