We continue the Advisory Perspective Series after a short break. Have had the opportunity to experience a “live example” as we bid adieu to my mom this month. Will have current information to share in real time, as I continue closing out the life of a loved one.
Now, back to the Advisory Perspective Series. As a reminder, life is indeed a team sport! Those you select to be on your team will provide you with critical information to set-up your house in a way that supports you and your family. Choose wisely!
I will continue with the series of questions we started this year to give you an idea of what to consider when meeting or selecting professionals for your team. Let’s have a look “behind the curtain” at what the professionals have to say.
The professionals I feature in this series are dedicated to their fields, to their clients and to you being prepared in all ways best for you.
I am delighted to introduce this month’s featured professional: Phil Goodge, CLU, ChFC, State Farm Agent and Registered Representative, CA License 0F02978
I focus on helping clients educate themselves on how to effectively manage the risks of everyday life while preparing for a secure financial future. I offer one-stop shopping with superior service for a full spectrum of insurance and financial services, tailored to meet the unique needs of each client. I earned the Chartered Life Underwriter professional designation from The American College in 2012 and the Chartered Financial Consultant in 2014. This means I have extensive education that goes above and beyond what is required for my profession resulting in better advise for my clients. I am licensed for the State of California and much of my work is for clients throughout the Coachella Valley which is where my office and team of four employees are located. Additional information is available at www.GoodgeAgency.com.
Question 1. What do you enjoy about working with your clients?
By nature of what I do for people with insurance and financial services; I get to know them pretty well. Each person or family is unique and I enjoy listening to their desires and concerns and then helping to create solutions for them.
Question 2. How would you suggest a potential new client prepare for a 1st meeting?
Have a fairly clear idea of what they need and if there is a couple involved; talk to one another about the issue together beforehand.
Question 3. When someone agrees to become a client, what can they expect immediately? Over time?
It depends on the issue. We may each have some homework to do and then meet up again in person or by phone to share information so a policy or plan can start to be implemented. In the long-term they will always have me available if only a phone call away and I will encourage them to have periodic reviews with me.
Question 4. What is your service philosophy?
Get it done and get it done right. I don’t like to keep my clients waiting and wondering if they are being taken care of.
Question 5. What resources do you provide to assist “laypeople” with understanding what is being discussed?
I try to keep things simple by “translating” insurance terminology into words and phrases people can relate to. In most cases, a simple brochure is provided as I know that people seldom attempt to read policies.
Bonus Question! If you were to relay one piece of advice to anyone reading this, what would it be?
Your insurance and financial services are only as good as their appropriateness for your unique situation. No two people are exactly alike and it takes a seasoned professional to help guide each person and family through the process of product and coverage selections.
Thanks to Phil for providing your insight!
May we all live life fully, Lynn
www.thelivingplanner.com