I was referred to Brian from the HR Manager at our company. I wanted to make sure that my family and I had enough insurance. I've read and heard many things about insurance, term, permanent, return of premium, buy term and invest the difference... It was all confusing to me and I wanted a professional opinion that I could trust. Brian not only took time out of his day to explain the differences to me but he analyzed our existing policies for free. He proposed restructuring and consolidating our existing permanent policies and even told us to keep our term policies through our companies' because it would be cheaper than doing a new one through him! We currently are not using his retirement services but one day when we can move our 401Ks I don't see why we wouldn't.
more