December 24 featured Glen Coral as our speaker. His company is Turning Point Wealth Strategies (www.turningpointwealth.com), and he represents Life, Health, and Disability Insurance for LeTip Chester County East. Glen gave each of us a sample of a needs assessment form that he uses with clients to help them pinpoint their financial and insurance needs. His goal is to make sure that each client has thought about their needs and goals, so they can purchase the insurance products that best suit their needs and resources. His clients may be individuals or businesses. Business owners can use insurance in different ways during different phases of their business, and Glen is well-equipped to help each person navigate the transitions. Contact him to purchase new insurance or review your existing coverage (This email address is being protected from spambots. You need JavaScript enabled to view it.).
Our showboater on the 24th was Kallee Grube from Clear View Home Solutions (www.clearviewhomesolutions.com). She showed us samples of door, windows, siding, etc. She enjoys educating customers about the different products available and how they can help to save money on energy bills. Clear View does not use a "hard sell" technique, preferring to provide personalized, caring service and consultation. Contact Kallee (This email address is being protected from spambots. You need JavaScript enabled to view it.) to schedule a consultation.