iTunes, Pandora, or Spotify? Pandora
Name an App you can't live without. Email
Last book read? Was it on a tablet device? Wealth: Is It Worth it? by S. Truett Cathy. Not on a tablet.
If you all of a sudden found yourself with an
ENTIRE day off and nothing scheduled; how
would you spend it? I would probably spend it in the corner of a cafe with my wife. Even though we work together, we love spending down time with each other.
What drives you? I am a firm believer that each day is a gift and a blessing, and we are here to do our very best to stretch beyond what we did the day before. I love succeeding at those things that most people say can't be done.
What sets you apart from others in the industry? Through our recent merger with Delta Trust, we are able to offer our customers a more comprehensive approach to wealth management, providing a team that can deliver complete support through offering expertise in banking, trust, investments, home financing and insurance.
What makes your customer service outstanding? We still have the human touch! When you call our office, you will actually speak to a person that knows you and your account. Too many agencies are switching to automated systems and call centers, and your insurance is too important to trust to strangers.
How can insurance cover inheritance taxes for my children? State and federal taxes will eat into the value of the inheritance. Life insurance, which is paid to the beneficiary tax-free, can be used to pay these inheritance taxes.
As an employer, when should I consider coverage for employment practices or cyber liability? Today! Identity theft is the fastest-growing crime today, and the employer or business owner is responsible for any delicate information including employee files that could be used for fraudulent purposes.