It’s the exciting start of a new year and six months into the launch of our new product line!
Since August when we hired Megan Maruzo as a new Account Executive with the intention of expanding our team and our product line to include a full range of life and disability insurance products as well as financial planning services, we’ve all been busy in several ways. From taking care of the logistical elements of our new product offering to servicing our clients and prospective clients that have expressed interest in our new products, our team has been hard at work and loving it!
We’ve all been so pleased to be able to have the following conversations…
“Yes, we can certainly help you with a financial planning strategy. Let me refer you over to a specialist.”
“Concerns about what would happen financially if you become ill or injured are serious concerns. Let me transfer you over so you can learn about disability insurance.”
“Congrats on your new baby! Yes, life insurance is a smart decision to protect your new family, let’s have you speak with an insurance specialist.”
These are just a few conversations that our team has been having with our clients and prospective clients since August. As a result, Megan has not only worked with people to secure homeowner’s, automobile and umbrella insurance, she's also worked with multiple people on life insurance, disability insurance, and fixed annuities. She’s been a great benefit to our commercial clients too! When it comes to further increasing business stability, she’s been able to offer solutions like principal life buy/sell agreements and disability insurance for business.
Our Pledge to You...
As a Trusted Choice® Independent Insurance Agency, we’ve taken a pledge to work with you to identify the insurance and financial services that are right to protect you, your family and your business. We are pleased to be your choice for full-service insurance solutions in Connecticut. If you would like to inquire about any of these new products in 2017, please contact V.F. McNeil Insurance at 203.481.2684 and ask for Megan. She can also be reached by email at mmaruzo@vfmcneil.com.