Should Davis County residents have and follow a budget, before I get life insurance?
Life Insurance is important but so is your total financial picture. Would you believe that less than 33% of all...
Karen Amaya
03:03 10 Oct 20
Kit took the time to explain why a term life insurance policy was more cost-efficient for my small family than whole... life. I was very impressed with his professionalism and quick responses. He was very helpful and easy to understand. I am very grateful to have talked to him.read more
Tony Breckenridge
17:20 09 Oct 20
I wasn’t too knowledgeable about the options available that would help protect my home and provide benefits for my... family, something a mortgage protection insurance may not do. When I first talked with Kit, I had no idea the options that were available to protect my home, provide my family with benefits and the ability to use those benefits as needed.
There were a number of great options available to protect my home, myself if I was ever injured and even ways to simultaneously invest for my retirement.
Kit was patient and explained things in detail and repeated himself until I understood. He was able to recommend things that would work for me and my goals and the nuances/better ways of setting things up such as using term life insurance instead of mortgage protection insurance.read more
Erica Huettel
21:02 07 Oct 20
Wasatch Smart Finance's financial coaching helped me find the best way to attack my mortgage refinance. We also found... the Indexed Universal Life Insurance could indeed be a good wealth transferance vehicle for me.read more
rigo navarro
16:08 02 Oct 20
Kit helped me with my credit issues and explained to me how Whole Life Insurance can be used for the Infinite Banking... Concept. Thank you Kit for your patience and knowledge.read more
Carina Rivera
03:22 01 Oct 20
Kit gave me an excellent illustration of an Indexed Universal Life Insurance policy that will be using Option B. This... will be a great supplement to my retirement.read more
