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Our approach consists of three simple steps: Step One In our initial meeting by telephone or in person, an advisor at Alfaro & Alfaro will listen to your needs and objectives for the particular insurance transaction you wish to accomplish. Our advisor will provide you with preliminary options, and discuss how we may be resourceful to you in the process. Step two Once you've made a decision to proceed with us, we'll gather relevant information to evaluate, select, and structure an insurance plan that best fits your needs. Our advisor will provide you comparisons from a selection of nationally trusted insurance companies. When you have made your policy and insurance company selection, we will activate your coverage and issue evidence of insurance; this process opens your account with us.
Step Three Periodic reviews and changes as needed. We want to do everything possible to help you keep your valuable coverage in force. Our advisor and team of professionals will offer ongoing support when you have inquiries, need to make policy changes, or need to submit a claim. We'll partner with you to help you build and manage your insurance portfolio toward building your estate and arranging your financial affairs.
Contact us directly at Tel. 818.781.8112 Fax 818.781.2660 Office Hours: Monday - Friday 9:00 am to 6:00 pm, Saturday by Appointment Only. Weekend and Holidays Excluded. Proservices Plan Design Industries
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