Secure Life Benefits

CONNECT

Address:

6776 Jamestown Dr.
Alpharetta, GA 30005

Phone:

(770) 877-1408

How We Work






















How We Work




No Fees! 



We are paid directly from the insurance or the investment company that we place your business. We risk our time in an effort to earn your business. We are also paid when we are fortunate enough to earn referrals from you to friends and family whom you think we would enjoy meeting.

 


Process:



Interview, Analyze, Design, Present, Incorporate, Maintain

 







  1. Interview to gather specific facts, objectives and goals

  2. Analyze current status against facts, objectives and goals

  3. Design a plan to satisfy personalized goals based on today's budget

  4. Present creative alternatives and suggest recommendations

  5. Incorporate adopted plan with systematic follow through

  6. Maintain continuing awareness and service to keep plan on track