We look forward to meeting with you.
Please send in any pertinent information like a policy or investment statement or a snapshot of the coverage details of your policy (if you’re booking for a policy review). If not, you don’t have to do anything else. An email confirmation will be sent to you with details of our meeting.
You will be meeting with me (Ramon Desiderio), or one of my associates if I’m not available.
Talk soon,
Ramon.
