Tes provides personalized services to clients' changing insurance needs. Because of her relationship with Voldico, she is able to offer a variety of options for coverage with different insurance carriers at a competetive price. She also offers a professional analysis and review on existing life insurance policies and annuity products.
Tes guides her clients to ensure they have the correct life insurance at any stage of their life, whether they want to preserve their assets (tax-free growth and distribution), provide income tax-free death benefits to their beneficiaries, or have solutions for their future chronic illness or long-term care needs. She also works to provide the right annuity products to safeguard clients' retirement income with guarenteed returns, tax-deferred growth, protection of their money from losses, and lifetime income.