Referral Onboarding

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If you’ve been referred to David through an existing client, please schedule your appointment below!

David generally meets with his referred clients virtually through Google Meet and is currently licensed to operate in eighteen states. During the course of the conversation, David will get to know you and your family situation and collect relevant details that will help him determine your coverage needs, if any. Please note that a referral does not guarantee that you will qualify for certain plans, products, or strategies.