| Advisor Profile |
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Business Description |
| Providing the best service for my customers, including fast, fair claims and annual reviews to help tailor your needs to changes in your life. |
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| Prepared By: |
Andrew Anthony |
| Most Recent Update: |
10/23/2008 |
Frequently Asked Questions |
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Do you have a customer satisfaction or refund policy? |
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What are your qualifications? What is your education background? |
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Registered Representative
Country Capital Management Company |
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What is your approach to financial planning? |
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Reviewing your current program and making recomendations to meet your family goals. |
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What services do you offer? |
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Complete insurance and finacial review. |
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How many clients do you currently manage? |
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Will you be the only person working with me? |
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Along with me we have a tax expert and retirement distribution specalist to add to the over all valuation of your plan. |
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How are you compensated? How will I pay for your services? |
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My services are free, if you do business with us great, if not at least you recived some great information. |
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If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
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Do you offer any guaranteed results? |
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How much risk should I be willing to take? |
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The amount of risk is up to you and that is a topic that we will explore. This is your program not mine. |
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Have you ever been charged with any breaches? |
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What carrier(s) do you represent? |
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Country Insurance and Financial Services |
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How long does it take to be approved for a policy? |
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Typically one week to get final approval |
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Do you offer discounts if we have multiple insurance polices? (Auto, Umbrella, etc.) |
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Yes, we offer discounts for auto, life, upgrades in home ex. wiring. |
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What carrier(s) do you represent? |
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How long does it take to complete the application and approval process? |
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Is there a maximum age that you can insure? |
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What services do you provide? What are your specialties? |
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A comprehensive review of your program. Our goal is to make sure you are on tract for the goals you have set. |
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What is your experience? How many clients do you currently manage? |
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I have been in the insurance and financial arena for over one year. |
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What financial institution(s) do you represent? |
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Country Capital Management Company |
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How do you charge for your services? |
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Do you provide a free initial consultation? |
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Why should I choose you as my financial advisor? |
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I am backed by a team of individuals that are expert in wealth preservation and helping people meet their financial goals. |
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