How does the advisory work? 🤝
My advisory service is not an express quote; it's a 30-45 minute 1-on-1 session where we review your situation, create a clear plan, and I explain the education insurance in detail, with real comparisons between options so you can see what benefits you and what doesn't. If you decide to contract with me, the fee you paid for the advisory will be discounted from your plan; if nothing appeals to you, no problem: there's no forced sale or commitment, ultimately you decide.
📅 Step 1. Schedule your session from my calendar, choose the time that suits you best, and complete a short questionnaire so we arrive prepared.
📩 Step 2. I'll send you the confirmation with the video call link.
📊 Step 3. We connect: we review your situation, I analyze the options, and explain the education insurance in detail with real comparisons and numbers on the table.
✅ Step 4. If you decide to contract, I'll put together the plan and we'll get started. If nothing appeals to you, no problem: you keep the information and the numbers, with no commitment.
Who is this advisory for? 🙋
🎒 For those who want to ensure their children's education doesn't depend on the economy at that moment.
📈 For those already saving for university but unsure if they're doing it in the most efficient way.
🔢 For those who want to know exactly how much they need to save today to have the money ready when it's needed.
🧠 For those who want to make a decision with clear numbers, not vague promises.
What's included? 📋
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💻 30-45 minute 1-on-1 online session (Zoom or video call).
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🔍 Review of your current situation and educational goals.
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⚖️ Comparison of real options with long-term projections.
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📝 Personalized education savings plan for you and your family.
What do I need for the session? ✍️
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💻 Computer, tablet, or cell phone with internet access.
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🎯 Clarity on how many children you want the plan for and in how many years you see them in university.
How is this advisory different from any other? 🌟
Most insurance "advisors" come with a pre-made quote, present it nicely, and pressure you to sign that same day. Here, it's the other way around: first, I listen to you, understand your real situation, and then I show you options with honest numbers, including what education insurance doesn't cover, so you can decide with all the information at hand. I don't have sales quotas to meet with you; my business grows if you are satisfied and recommend me, not if I sell you something you don't need. 💪