BrokawPartners, Inc
About
50 years experience in financial services & Insurance. Top rated companies. Retirement planning, Medicare Specialist with access to CPA’s and Attorneys.
complete Insurance reviews with Muliple carriers. Local. Service Summit, Portage, Cuyahoga, Medina counties in Northeast Ohio.
visit: Www.BrokawPartners.com
Being and Independant broker allows us to shop the highly rated companies for value and benefits. We enjoy the customer service approach and we enjoy the opportunity to be a local resource and Insurance/Financial service advocat.
Highlights
Photos and videos
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Frequently asked questions
What is your typical process for working with a new customer?
Step 1. Discovery ask questions and listen. What are the cusotmers needs, concerns, goals, budget.
What education and/or training do you have that relates to your work?
30+ years experience in the Insurance and Financial Services industry. Industy creditials and expertise.
How did you get started in this business?
College expericence in engineering and math. Financials and business passion.
What types of customers have you worked with?
All types. Individuals, Family's, Business. Ages 18-90.
Describe a recent event you are fond of.
When are involed in local Rotory, Chamber of Commerence, local school systems and area librarys. Awarness seminars. Topics include College savings costs, Retierment strategies, Medicare Solutions, Life Insurance reviews.
What advice would you give a customer looking to hire a pro in your area of expertise?
Interview a few candidates and see if you feel comfortable and not pressured. Planning is a process and takes time. Building relationships take time with open and honest feedback. Treat others with compassion and look for a Full Service Agency. Not Person or Agency with limited companies or products.
What questions should customers think through before talking to pros about their needs?
Am I serious about getting started? What is my budget?