Our Process
The GershLife Promise:
Whether you have life insurance or have never considered it, GershLife is here to assist you in finding the perfect solution. Our priority is to develop a strong relationship, taking the necessary time to understand our clients as individuals rather than mere statistics. We recognize that no one is perfect, and we are here to help you find the right fit for your needs and goals.
Our Process:
When working with a client, we make sure to start by thoroughly understanding their needs and financial background. We are interested in learning about the extent of their planning efforts and finding the most suitable policy that fits within their budget. Our team includes Behavioral Financial Advisors who can help us better understand the client’s values, ensuring that their enrollment aligns with their true beliefs.
Our Commitment:
We take our responsibilities very seriously. We believe in the power of building relationships and recognize that your success is our success. We work diligently to ensure that you have everything you need to succeed. And if there is anything else you require, Gersh Life is just a phone call away.
Do I really need Life Insurance & Financial Planning?
Why LIfe insurance?
Life insurance is a crucial investment that provides financial protection and peace of mind not just for yourself, but for your loved ones as well. In the event of your untimely passing, diagnosis of a chronic Illness, or critical injury- life insurance ensures that your family will be financially supported, allowing them to cover essential expenses such as mortgage payments, education expenses, and daily living costs. Moreover, life insurance can serve as a safeguard against debts and loans, preventing the burden from falling onto your family’s shoulders.
Why Financial Planning?
Financial planning is essential for individuals and families to achieve their financial goals and secure a stable future. Through strategic financial planning, individuals can gain a comprehensive understanding of their current financial situation, evaluate their short-term and long-term goals, and create a roadmap for achieving them. Financial planning helps individuals make informed decisions about saving, investing, budgeting, and managing their finances effectively. It allows people to identify potential risks, such as unexpected expenses or income loss, and develop contingency plans to mitigate those risks.