LeTip Chester County East met on Tuesday, April 1, 2014. We were joined by a guest in the category of Banking.

Our showboating and speaking were both done by Glen Coral (This email address is being protected from spambots. You need JavaScript enabled to view it.), our Life, Health, and Disability Insurance specialist from Turning Point Wealth Strategies. Glen makes a strong effort to stay up-to-date with the insurance industry and also related fields that can impact insurance, such as accounting, law, and real estate. He seeks information from professional technical journals as well as professional organizations. His goal is to help each client select the right product and then to structure it properly. This involves taking inventory of who and what are important in the client's life, then gathering necessary documents and looking at other, more complex assets that the client already has. Once Glen has an accurate picture of where the client is from a financial standpoint, then it's time to discuss the client's goals and also identify what are the opportunities and obstacles that stand between the client and their goals. This process takes time but helps to ensure that the client is well educated and is selecting a course of action and a product that will be the proper fit for them. Glen is happy to consult with anyone about their insurance needs.