I'll never forget the first time my husband and I opened our financial lives to someone we hardly knew. We were meeting with a life insurance agent. It was right after we bought our first house.
At the time, my regular nine to five was in advertising. I knew only too well how it is when someone is trying to sell you something. By being ignorant about life insurance, he had an uphill battle as he pitched his solution. That experience is one of the reasons I became a fiduciary.
I realized that if you only represent one company, you’re encouraged to make those products fit everyone. You know what they say: "If your only tool is a hammer, everything looks like a nail."
That's why in addition to founding EWS, a fiduciary financial planning and asset management firm, I also formed Everett & Associates, Inc. an insurance agency with a large variety of highly rated insurance carriers. There's no way one product or company fits all. If you ever want life, annuities, health, disability, long term care or even auto and home owners insurance, we'd be happy to show you a range of solutions.
If you have hired EWS for financial planning and find you need an insurance solution, you are not obligated to use Everett & Associates, Inc. Yet, we find that about 95% of our financial planning clients do. I think it’s because we really get to know them.