Client Portal

  • Proposed Insured Information

  • Date Format: MM slash DD slash YYYY
  • Bank Information

I have really enjoyed working with Billy. I started working with him before I finished residency. He was incredibly flexible and willing to find a time and place that worked for me. He respected the knowledge I already had and filled in gaps in a humble, nonjudgmental manner. I had such trust in him after purchasing an own-occupation disability policy that I asked for his help in purchasing a term life policy as well. Billy never placed an ounce of pressure on me to purchase anything. I am thrilled to have found someone who puts my financial health and asset protection as his top priority. I have highly recommended Billy to friends and colleagues and will continue to do so.

-Dr. Hunter, Family Physician

Read More Testimonials