Insurance - , ,
Insurance advisory firm created to provide a la carte insurance consulting services and/or sales to financial advisors that would like to partner with a specialist in the areas of life, health, disability, long-term care, annuities, life settlements and property/casualty needs of their clients. Our specialty lies in long-term care/longevity planning along with complete reviews of all existing insurances to insure the financial plan is as sound as the client wants it to be. Lisa Dregne is a fiduciary, and required to only provide advice to that which is in the best interest of her clients, regardless of compensation.
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