Strategy
We take the time to analyze your needs and offer
life insurance solutions appropriate to your needs and situation.
Strategy West Financial is here to serve you, not simply increase our bottom line. When you schedule a consultation with us, we will take the time to understand your lifestyle and unique financial situation, so we can guide you to solutions and strategies that cater to your needs. Continue reading for a look at our approach, which is designed with a higher standard of excellence in mind.
Your Initial Consultation
Your first phone call with us will take about 20-30 minutes, as we will walk through your current financial situation and needs. We will carefully analyze all the information you provide, so we can better understand which policies and strategies are suited to your unique situation.
Your Policy Selection
We will tailor your life insurance recommendations to your needs, so you can fill in the gaps specific to your situation. Our customized recommendations are intended to help you gain a sense of confidence through comprehensive protection for your legacy. Whether you are just out of college, nearing retirement age, or somewhere in between, we are ready to work with you in selecting and securing policies suited to your needs. Some life insurance policies may require a medical exam.
Our Lifelong Commitment to Your Needs
With all the changes that life brings your way, your life insurance needs may change too. That’s why our goal is to establish lifelong relationships with each of our clients, to continue monitoring and adjusting their strategies as needed. We will periodically check in with you long after you purchase life insurance policies through us, so that your insurance plan is always meeting your needs.
If you’re ready to take that next step in securing your legacy, contact Strategy West Financial today. You can schedule a consultation with the link below, or reach out to us at [email protected] or (801) 435-2240.
