I purchased a life insurance policy from Morgan, and the process was very simple. Morgan walked through what I should be accounting for with this policy and also laid out a long-term plan on how we can shift my portfolio as my business grows and my needs change.
I’m certainly not an expert on life insurance and the different products available, so this breakdown was very helpful in giving me a thorough understanding of where I am and where I can go from here.
The service Morgan provides is first-class, her attention to detail is precise, and her true care and belief in setting her clients up to be OK in the best and worst-case scenarios is obvious. I look forward to continuing to work with her to ensure my family is positioned to prosper as our situation evolves and life happens.