A complimentary meeting to review previous and current insurance objectives and assess any potential at-risk areas and/or opportunities.

We will design a written plan that accurately reflects your current insurance objectives and resources.

You agree to pay us a fee for our expertise and our work on your behalf. You agree to provide us with all the information necessary to design your insurance plan.

You further agree that John Helms and John Helms, Inc. will execute all resulting insurance-related transactions.

The fee is $350.00 payable in advance and non-refundable.

After we have performed a comprehensive analysis, we will meet to recommend the specific measures you need to take to implement your plan. We will educate you on various options and ensure that you are thoroughly knowledgeable to make well-informed decisions.

We will put your plan into action, making it work for you.

Once a year, we will contact you to schedule a time to examine your program and ensure that your strategies are continuing to meet your objectives.