A quick note of exciting news from EC&S. Paul Phelan, CFP® has spent a lot of time speaking with clients and prospects about life insurance and strategies. Until today we have not had an easy way to get this process started. However, we now have the ability to offer basic Term Life Insurance quotes through our website. Below is the link that you can follow to enter the required information in order to produce a quote:
Any information entered on the site will only be sent to Paul. He has, as much as he can, created a closed loop so that anyone who makes an inquiry will deal directly with him. There will be no calls from carriers or other agents. When Paul reaches back out after the initial inquiry is made he will personally walk you through the process either in a face to face meeting, or if preferred by telephone. Paul will get an application set up that can be completed over the phone by the client, where they can also schedule a medical exam and e-sign all of the required application documents.
This link can be accessed on the below pages of our website:
Any questions regarding this? Please contact Paul Phelan, CFP® by email at firstname.lastname@example.org or by telephone at 301-948-5800 ex.117.