Why Should You Choose Criterion Financial Insurance Services?

Even people who are convinced of their need to purchase life insurance and who know they would benefit from life insurance planning, are hesitant to proceed because they do not know how to find an honest knowledgeable life insurance agent with whom they can consult and feel comfortable and confident working. You owe it to yourself to select an agent and agency that will gladly provide whatever information and assistance you need in order to make an informed life insurance purchase or planning decision. There is no substitute for experience. There is a difference among life insurance companies and an even bigger difference between agents.

Here at Criterion Financial Insurance Services, we do not "sell" life insurance. We educate and inform our clients and provide them with the information and assistance they need in order to make an informed decision and operate from their own personal "comfort zone." It is a simple fact that no one is going to buy life insurance that does not want to own life insurance. Our clients do want to acquire life insurance and recognize the need to own and the moral obligation to provide quality life insurance coverage; typically, they just need advice on the amount of coverage and the best policy to use to meet their needs. Often our clients have advanced estate planning and business insurance needs and require assistance with using trusts and dealing with questions regarding proper ownership and beneficiary designations. We recognize that "one size does not fit all" and that something as important as your life insurance coverage should never be bought "off the rack." We would be happy to tailor an appropriate life insurance plan to meet your personal needs.

Unlike those "mega life insurance agencies," when you contact Criterion Financial Insurance Services, you will speak to an experienced professional. We advise our clients and develop lasting relationships. In fact, a large portion of our business comes from repeat business of existing clients and policyholders.

Criterion Financial professionals include a Certified Financial Planner, Chartered Financial Consultant, and Chartered Life Underwriter.  We at Criterion Financial have extensive industry experience and have taught courses in life insurance licensing and continuing education.

We cordially invite you to put our experience to work for you. Call or email today to discover just how easy it can be to acquire the quality affordable life insurance coverage you need. We look forward to working with you and sincerely thank you for the opportunity to be of service.