Purpose of Meeting
I am an insurance broker and financial advisor, and I help individuals of ALL ages plan for the future!
Whether it is a traditional term, or whole, or a final expense insurance, pre-need coverage, estate planning, annuities, or anything in between, Metro Insurance & Financial Services can help!
Like I stated, here at Metro Insurance & Financial Services, we specialize in helping all individuals (ages 0-100), however, we do tend to gear our efforts at helping the elderly community and those looking towards retirement.
Maine has one of the oldest population, and this is a market that we feel is underserved. Sadly, millions of elderly folks are unprepared for their retirement and their passing. We exist to help mitigate that issue and turn it into a benefit for them and their families!
In the meeting, I will give a brief overview of the products we offer and how we can help Maine residents!
I will be collecting/asking for NO PAYMENT or sensitive information that the client is not okay with.
The most sensitive info I will ask for will be their emails and phone numbers, and nothing more!
It is up to them if they would like to move forward.