Retirement questions

Let’s start with your retirement insurance needs and the questions on your mind. I can explain insurance options, including annuities, and arrange an introduction to an advisor for financial planning if you would like one.

We can meet at your home, at a convenient public location, by phone, or by video. A family member is welcome. There is no cost for this insurance consultation and no obligation to buy. Any separate financial planning services and fees would be explained by the advisor before you agree to them.

Choose a different topic

Choose a time that works for you.

Open the calendar to see available times and meeting details. Follow its steps to select a time, and look for your appointment confirmation before making plans.

View available times

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We set aside 60 minutes. Times are available every day at 9am, 11am, 1pm, 3pm, and 5pm Eastern, and I ask for at least 24 hours’ notice.

Free initial insurance consultation. No obligation to enroll.
In person, by phone, or by video, depending on what works for you.
Your information is not sold or distributed to other agents.

(336) 365-7422 Email Christian

For a Medicare plan discussion, any required permission and scope of appointment will be arranged before the meeting. Please keep Medicare numbers, Social Security numbers, and medical records out of the contact form.