Here's what happens next.
What happens next — a message from Joel & Dasha

Watch your inbox for a private, optional preparation link. Filling it out before your appointment means we don't spend your call collecting details — we'll come prepared with options that fit you.
- 1
15-minute intro call: we get to know you
- 2
We do the homework: we compare carriers before we talk numbers
- 3
15-minute follow-up call: your options, already in hand. No pressure, nothing signed on the spot.
Have these handy
Five small things that save us both time.
Approximate is fine. If you don't have something, we'll sort it out live.
- Your date of birth, and a rough height and weight.
- Any medications you take and conditions you're managing.
- Your current policy, if you have one — the amount and monthly cost is plenty.
- Who you want protected, and roughly what you'd want them to have.
- A quiet ten minutes and decent phone reception.
Need to change something? Call or text (205) 206-0029.