WHAT TO EXPECT
All appointments are private, and you’ll have our entire Adelaide Street office to yourself. Protecting your quality of life, for the rest of your life, is the kind of decision that deserves an intentional conversation with a specialist who is giving you their undivided attention.
So bring the kids, the dogs, or both. Take as much or as little time as you want. Ask any questions – there is no judgment here. Let’s talk about the kind of life you want to protect for the people who count on you.
Here’s a step-by-step look at what to expect when you choose to work with us...
In our first meeting, we will get to know one another and see if there is a need for insurance in your life.
If we find a need for insurance, we will search the market for the best products and create a proposal for you.
Together, we will look at the proposal and go over Well Life's recommendations for insurance protection.
If you proceed with a recommendation, we will go through the application together. We will discuss health, finances, and lifestyle.
The insurance carrier will assess your risk and determine if they would like to take you on as a client. This can be effective immediately or take a few months.
If approved, the insurance company will offer you coverage. If you accept, you will have the peace of mind knowing you have financial protection. If you receive a rating, exclusion, or decline, we will work with you to make sure you understand your options.
Our conversation and relationship doesn’t end once you’ve received your policy. We’re always happy to meet and discuss your policy, any changes or additions you may want to make, or any additional products you might be interested in.