I set an appointment, what can I expect?

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  • "I met with Aerial to discuss health insurance options. I was extremely impressed by her depth of knowledge, professionalism, and genuine care. She took the time to explain everything clearly and made sure I fully understood my options. Having met her through my networking group, I’ve seen firsthand that she’s a person of integrity and someone you can really trust. I highly recommend her to anyone looking for expert insurance guidance and outstanding service.

    - Lucyna Fernandes

  • "I have met with Ariel several times. She takes the time to figure out what the best products are for me specifically. Her questions were about getting to know me and how she can actually HELP me. I strongly recommend her services!

    -Monica Wilson

  • Ariel has been so incredible work with she always checks up on me and walked me through everything in such a clear and easy way. It was an easy choice for me after she explained everything. I also love that she’s sweet natured. You can tell she really loves people.

    - Hollie Lynch O'Brien

  • "My experience for getting health insurance was great. Super easy and lots of options were presented for me to choose from. looking forward to enrolling for pet insurance soon!

    -Nikki Bowen

  • "I have had the pleasure of working with Aeriel and she is fantastic! I am very impressed with her tenacity and commitment to her clients. I highly recommend her for all of your health, life & pet insurance needs!

    - Elāna Rheinhart

What to Expect….

Life:

To build a plan that truly fits your life, please have the following figures ready for our meeting. We focus on your goals and individual needs.

1. Your Goals

What are we protecting? (e.g., Retirement, college savings, Surviving spouse, mortgage protection, etc. ).

2. Family Income Needs

  • Annual Support: How much yearly income (60–80% of your take-home pay) would your family need?

  • Duration: How many years should this income last?

3. Immediate Expenses & Debts

  • Total Debt: Balance of mortgage, car loans, and credit cards.

  • Final Costs: Desired emergency fund (3–6 months of expenses).

4. Future Legacy

  • Childcare: Total estimated cost for care until they are independent.

  • Education: Number of children, their ages, and your preference for public or private school.

5. Current Coverage

  • Total amount of any personal life insurance you already own (excluding work policies).

    *Please never send this information via text, email, etc.

Health: This is an initial intake to determine your eligibility for available carriers, Marketplace ("Obamacare)", and private carriers. We will be asking for the following information. 

For your privacy protection, do not email sensitive information. Instead, have it ready in front of you during our call. We'll collect details verbally.

Please have the following information provided for all applicants:

1.) DOB

2.) Prescriptions:

  • correct spelling

  • dosage

  • mode of administration (ie; capsule, shot, etc.)

3). Favorite doctors

  • Spelling

  • City

  • Specialty (ex: PCP, GYN)

4.) Income for all dependents listed on IRS tax filing


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