Life Insurance
What is it
We represent more than 20 life insurance carriers, which allows us to thoroughly shop the market for both product and underwriting. DEB Financial is independent of any specific insurance carrier (DEB Financial does not develop our own products), making our recommendations personalized and transparent. By shopping the market, you ensure that you have the most competitive policy available. Whether you are in the market for a new policy, or would like a review of an existing policy, we will provide simple options so you can make an educated decision that fits your financial plan. The specialization of DEB Financial lies in the independence exercised when reviewing and analyzing either current or proposed insurance contracts. The policies are evaluated in terms of the insurance carrier’s financials, policy health (current and projected values) and the policy’s overall fit with the specific goals and objectives that it is designed to fulfill.
Our Reputation
DEB Financial’s reputation is built on our long-term commitment to the financial services process, our focus on our clients and their unique needs, and responsible financial management. We seek to uphold the highest standards of objectivity and ethical behavior. Our clients come from all walks of life, different areas of the world, and represent all ages. What they share is the realization that they can and should coordinate today’s financial decisions in order to work towards the best tomorrow has to offer.
Our Process
First meetings are free of charge. They are informal and provide an opportunity for you to ask questions about your specific situation and gain a better understanding of how I help you with your finances. I have a highly specialized practice working with physicians and dental professionals. I believe making your finances a priority at this point is integral to put yourself on the proper financial track for long term success.
