STEP 01
Fill out the questionnaire
Tell us what you're trying to do, whether you own a policy, and your timing and funding plans.
I'll open my own policy and show you what I've paid in, what I've borrowed, and the charges. Then we'll walk through the five steps to setting up a policy around your numbers.
Answer a few questions about what you want the policy to do. If this is the right next step, you’ll see the calendar and choose a time with a licensed agent.
If your answers qualify for an appointment, you'll meet with a licensed agent on my team to discuss what you want a policy to do, how much you're comfortable putting in, and the costs. Your agent will explain which numbers are guaranteed and which could change.
Bring it. We can review what you have before discussing a new one.
Tell us what you're trying to do, whether you own a policy, and your timing and funding plans.
If your answers qualify for an appointment, you'll see the calendar. If not, we'll show you what to do next.
If you're invited to book, choose a time that works for you. You'll receive your appointment details and what to have ready for the call.
Sometimes. If your agent needs more information or time to prepare the design, you'll go through it together on a follow-up call.
Tell us in the questionnaire that you already own a policy. Bring the current statement and illustration if you have them. The starting point is understanding what you already own, not assuming you need to replace it.
That depends on what you want the policy to do and what you can keep funding. Bring your numbers. Your agent will help you work through them.
There is no charge for the Blueprint. If you apply, are approved, accept the policy, and it is placed, the insurance company pays a commission.
Text me at 650-318-8477.
Start with the questionnaire. Tell us what you want to do, what you already have, and when you're looking to get started.
Request My AppointmentTakes about three minutes.