Request an Assessment

Disclaimer: assessment requests are accepted as availability permits. Existing client referrals will take precedent. If you’re able to schedule an assessment please ensure that all adult members of the household are present for the virtual meeting to facilitate a thorough and proper assessment of your family circumstances. David will provide any recommendations and options that may be appropriate to your specific situation as well as answer questions you may have about any existing coverage or coverage options.

Scheduling an appointment does not guarantee policy approval.

Fast, Efficient, and Specific to YOU

If you have not been referred to David by one of his existing clients, check schedule availability below to request an assessment.

Assessments are generally performed virtually through Google Meet and are currently available 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 not everyone who requests an assessment will qualify for certain plans, products, or strategies.

Please respect others who also understand the importance of properly structured life insurance coverage. If circumstances conspire so that you are unable to make your scheduled appointment, please reschedule as soon as possible to free up the time slot for someone else.

Thank you!