Your Role

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Creating an insurance and financial blueprint is a two-way street, which means that the key to getting maximum value from our relationship is communication and candor.
It’s important to:

  • Get acquainted. Please contact us to arrange a meeting to review your situation and discuss the products and services that can help you.
  • Educate your agent. Don't expect us to be a mind reader. We may anticipate many of your needs, but will not assume anything. That's why it's so important that you be candid in providing information.
  • Educate yourself. At the same time, you too should ask a lot of questions. Be inquisitive. Ask us for details and explanations about recommendations and how certain plans may work. Remember, the only "dumb question" is the one that isn't asked.
  • Make it a team effort. Let’s work together. Listen carefully to the recommendations, but remember — all decisions are yours. Make sure you're comfortable with the outcome.

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Market Watch

August 21, 2018 @ 02:08 PM

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials ETF +0.2%  
Dow Jones Transportation ETF +0.4%  
Dow Jones Utilities ETF -0.6%  
Nasdaq Composite ETF +0.3%  
Nasdaq 100 ETF +0.5%  
S&P 500 ETF +0.2%  
S&P 100 ETF +0.4%  
S&P Mid-Cap 400 ETF +0.3%  
S&P Volatility Index ETF +0.0%  
PHLX Semiconductor Index ETF +1.1%  
OSX Oil Service Sector Index ETF +10.0%  

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