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SERVICES
At TEAM DELTA, we are here to add value. If you are interested in further information about anything, feel open to book an appointment and we will connect with you to provide any of the 3 solutions.
30 min
Overview
1 hr
Free consultation
1 hr
Free consultation
OFFICE LOCATIONS/Hours
4701 Patrick Henry Dr. Bldg 17
Santa Clara, CA
1151 Harbor Bay Pkwy Suite 140
Alameda, CA
5250 Claremont Ave #241
Stockton CA, 95207
14800 Quorum Dr. Suite 535
Dallas, Texas 75254
WHAT IS THE PROCESS FOR GETTING A LIFE INSURANCE POLICY OR ANNUITY?
When you work with a financial professional, you can expect:
discovery
During your initial meeting, your financial professional will ask you questions to understand your financial goals and objectives.
educate
After understanding your entire financial picture, your financial professional will provide you with suggestions to fill in the gaps so you can choose the best products suited for your situation.
Recommend
If you're satisfied with their recommendations, we will work with you to secure the products and services to help ensure your financial future. This may or may not require a medical exam.
impact
Your financial professional will work with you over time through periodic reviews to help you monitor the strategies in place, and their capacity to continually meet your financial goals. We wish to provide you an experience that will empower your financial future.
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