Early in my career I was taught that if I look out for my customer’s best interest, then my wallet will take care of itself. The way I do that is by educating myself and then informing my customers of the best options available. Then we work together to come up with a solution to meet your individual needs. As an independent insurance agent, I work with experts in the different insurance products and have access to over 50 insurance carriers. It is crucial for me to have that access because not every product and not every company is right for you.
My goal is not just to be your “insurance guy,” but a partner in your financial future. Life insurance should be a part of any financial plan because it transfers the risk from your portfolio onto the insurance company. In more simple terms it makes sure your worst case scenario isn’t so bad. I want to be the person you trust with your insurance needs and make you feel comfortable enough to happily recommend me to your friends and family.
If you would like information or have questions on any of the following please contact me at 773-550-0642Call: 773-550-0642 or email Dave@Halleyifs.com.
BA -St. Norbert College
MBA – Lake Forest Graduate School of Management