It is my job to help individuals understand the risks and options they face with regards to their: life, long term care, and health insurance needs. After all, the decisions individuals make today will have a tremendous impact on their lifestyle and the retirement dollars they have worked so hard to save. Working together, and with the many companies I represent, I will develop a customized insur
ance program to meet an individual's own personal and their family's needs today and in the future. As a Certified Senior Advisor I also have a professional responsibility to adhere to the following principles and standards: Competence. CSAs are obliged to keep their professional training, skills and knowledge current and comprehensive to competently provide professional services to clients. CSAs shall not lie, cheat or steal and must accurately communicate to clients their professional licenses, credentials and other business qualifications; and must be clear in their communication with clients. CSAs must act in a trustworthy manner by promptly and courteously addressing client questions and concerns and performing their services in the client's best interest. CSAs shall conduct their professional activities fairly and impartially and must disclose all potential or perceived conflicts of interest that may arise. CSAs must rigorously safeguard client, potential client and business associate information. CSAs must serve with the highest degree of professionalism, use due diligence, and act in good faith in all matters, upholding the standards of the CSA designation and any other licenses or credentials they hold. Medicare Supplemental Insurance
Long Term Care Insurance
Short Term Convalescent Care
Medicare Advantage
Prescription Drug Coverage
Dental/Vision/Hearing Insurance
Annuities
Life Insurance
Hospital Indemnity
Cancer/Heart Attack/Stroke Insurance
If there are any insurance needs you need help with or advice on feel free to contact me anytime. Crumes, CSA
Certified Senior Advisor
Ph # 641-799-2506
[email protected]
