We’re an independent insurance brokerage under Integrity Marketing Group and PHP Agency, offering a wide range of insurance products, family budget planning, debt solutions, notary services, and contract reviews.
I help clients set up household budgets, go through their debt and create plans to pay it off.
I sell most forms of life insurance and all come with living benefits in the event something was to happen to the client while they are still living.
I help clients protect their retirements but setting up private annuities that have guaranteed lifetime income riders that ensure the client does not outlive their money.
Planning for your future can be hard if you don’t know what you’re doing. Here at Lotus Financial, our staff will guide you through the full process from start to finish.
The client meeting establishes rapport and trust, allowing the advisor to understand the client’s background, explain services, and set expectations.
In the needs and goals phase, the advisor assesses the client’s specific insurance requirements and long-term objectives to tailor a personalized strategy.
During the application phase, the advisor helps the client complete paperwork and understand underwriting processes, ensuring accurate and thorough submissions.
Policy delivery involves reviewing the finalized policy documents with the client, explaining coverage details, and addressing any last-minute questions or concerns.
I decided to start coaching because I want to empower others to unlock their full potential and achieve their goals. It’s a joyful feeling witnessing the transformation that clients have experienced through coaching.
If you are seeking to start your career as a financial consultant, please contact me for available job options.
Inspiring New Beginnings
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