My office is located in Guthrie, Oklahoma. What I do is set meetings with clients to discuss the needs of their businesses and the lives that would be covered. The point I try to make with each client is to ensure they are properly covered and not over sold on their policeies. Even if a client makes it clear they do want to purchase a policy of ours, I do offer to fully explain the benefits that they have in place with other carriers.

This is an extension of the enrollment specialists who just want to help people make sure they are covered for both the planned and unplanned events in life. The types of insurance that I sell are all of the supplemental to core major medical with the exception of core major medical itself. I also offer Life policies that are based at the employer level, and offered as voluntary benefits to employees.

My credentials to offer advisory services is that I have a bachelor's level education in finacial economics, and the risk management of each. I also have an active (1492) Life & Medical insurance license in the state of Oklahoma.

I always ask myself am I placing the client's interests above my own? If so then I am doing my job properly.