Clients I'm Seeking:
My ideal referral is someone between 25-30, whose married, financially forward thinking, owns a dog, and lives within 20 miles of Sacramento. I can help anyone with life, disability income, long-term care, health and annuities insurances. The 25-30 year olds are just ideal for me.
About My Business:
At Imago Financial, we sell life, disability, annuity, health, and long-term care insurances in addition to implementing investments. What sets us apart is we design customized programs for each of our clients and service them on an ongoing basis. So when life changes, not if, we are there to help you grow into the right direction.
We work with our clients utilizing a systematic process that allows us to first understand them as individuals and their goals. Then we take a look at the facts (the where we are now and how we got here), and start to develop the customized solutions to help our clients grow into their goals in the most efficient manner for them. As we go through this process we provide them with a “financial education” so that they can see why we chose certain paths, as well as equip them to make good decisions in their future. Our ongoing service acts as a way for us to continue to provide value to our clients as well as build and strengthen life-long relationships on both a personal and professional level with our clients.