FREE · 30 MINUTES · NO PRESSURE
Book Your Free 30-Minute Call
Pick the topic that fits you, then choose a time that works. I call you and share my screen. No camera needed on your end, and no paperwork.
- Free, no obligation
- I call you
- Choose your own time
Not sure which call to pick? Tell me what you want to do:
Debt Elimination Strategy Call
Best if you have 3+ debts (including a mortgage), you’re roughly age 30-59, in generally good health, have a clean driving record, and you already pay, or could pay, a little over your minimum payments.
- See your debts in one place
- See your estimated debt-free date and interest savings
- Your custom report emailed after the call
Bring: the interest rate on each debt.
Life Insurance or Mortgage Protection Options
Best if you’re just looking for options to better financially protect your loved ones, cover burial/final expenses, or you own a home and want to make sure your loved one(s) have it taken care of in case something happens to you.
- Compare options side by side
- Understand what each one covers
- Find what fits your budget
Bring: a general idea of your budget and, if you own a home, your approximate mortgage balance.
Safe Money Retirement Solutions
Best if you want to take advantage of upside potential and downside protection, creating a more predictable strategy for retirement.
- Review current retirement assets
- Learn about tax-advantaged strategies
- See how income could be structured to complement other assets
Bring: a general idea of your current retirement assets and timeline.
Business coverage or another question?
Call Wendy at (419) 236-8729 or send a message and I’ll get back to you.
What happens on every call
1. You pick a time
A 30-minute slot that fits your schedule. You’ll get a confirmation and reminders.
2. I call you
I share my screen so you can follow along. You can see me and my screen. I can’t see you.
3. You decide on your terms
Ask questions and take your time. No pressure and no obligation.
Quick Answers
Does this have to be a virtual call?
Yes, this allows you to see Wendy. She will share her I.D. and State Insurance License with you, as well as review your options on the screen in real time. You will not be on camera.
What if I need to reschedule?
Use the link in your confirmation email to pick a new time or call Wendy directly at 419-236-8729.
Can my spouse be on the call with me?
We actually prefer your spouse be on the call with you! Having you both on the call will allow you to make an informed decision together.
What if your availability doesn’t match my schedule?
If you are not able to find a time on my calendar that best fits your schedule, please call Wendy directly at 419-236-8729 and we will find a time that works for both of us!
What if you aren’t licensed in my state?
I’ll let you know and connect you with a trusted agent who is.