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Nuestro Proceso

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El primer paso es llevar acabo una consultoría inicial en la que vamos a analizar las necesidades específicas de cada cliente, en esta asesoría analizaremos las metas, objetivos, presupuesto y situación actual de manera personalizada.

Posteriormente desarrollaremos una recomendación. Una vez validada y aceptada por el cliente se procede a la firma del contrato y solicitudes para posteriormente mantener una relación de largo plazo.

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Servicios Especializados

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  • Auditoria de seguros
  • Diseño de planes de retiro
  • Diseño de estrategias deducibles
  • Diseño de Planes de Ahorro de Largo Plazo
  • Seguro de Hombre Clave para empresas
  • Productos financieros
  • Fondos educacionales
  • Seguros de gastos médicos mayores
  • Seguros que protegen a la mujer en caso de cáncer o problemas del embarazo

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Información

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55-1838-5677 / 55 5156-8549

DAHER@LIFE-EXPERTS.CONSULTING / PAO@LIFE-EXPERTS.CONSULTING

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