10 Insuranks Score score
quotes performance
  • Total Quotes Given:0
  • Total Quotes Won:0
  • Success Rate0%
REVIEWS
  • TOTAL NO. OF REVIEWS0
CONTACT DETAILS
We recommend you to look for a link to this page at the agent social media pages and website.
Opening Hours:

9AM to 5PM

Mon,tue,wed,thu,fri

SERVED LOCATIONS:

GA, US

OVERALL RANKINGS

Total aggregated rankings by insurankers

  • OVERALL SATISFACTION10
  • CLIENT-FIRST APPROACH
    Putting clients in to a product that pays a lower commission because it better fits their needs
    10
  • CUSTOMER SERVICE
    Speed of response to inquiries, approachability, accessibility, availability, accuracy, courtesy, patience and pleasant-fullness displayed when responding to requests
    10
  • ADDED VALUE10
  • KNOWLEDGE AND EXPERTISE10
  • PROFESSIONALISM10
  • DEDICATION10
  • EMOTIONAL INTELLIGENCE AND LISTENING SKILLS
    Tactfulness, listening and empathizing with clients on a deeper level in order to recognize their true needs and wants
    10
  • HIGH ENERGY LEVEL
    Excitement, passion, enthusiasm and eagerness levels
    10
  • TRUSTWORTHINESS, HONESTY AND RELIABILITY10
  • TECHNICAL KNOWLEDGE AND FINANCIAL PLANNING10
  • ADVICE PERSONALIZATION10
  • COMMUNICATION
    Explaining things on a level that everyone can understand VS overusing industry jargon
    10
  • SERVICE SPEED10
  • POLICY WRITING & DELIVERY SPEED
    How fast the service provider delivered the policy from the moment it was purchased
    10
  • PRE-PURCHASE RANKINGS:
  • PERSISTENCE10
  • POST-PURCHASE RANKINGS:
  • POST-PURCHASE TREATMENT10
  • PERIODIC CHECKING
    For changes that might affect the policy
    10
  • INDUSTRY UPDATES INFORMING10
  • PROBLEM RESOLUTION10
  • CLAIMS HANDLING10
LICENSES, CERTIFICATES AND CREDENTIALS
Insurance Products:

ABOUT

Number of Employees
5
Years of experience
6

WORK EXPERIENCE Financial Advisor and Founder of Edmond Financial Group Dates Employed Jan 2012 – Present Employment Duration 6 yrs 5 mos Location Atlanta, Georgia Helping Affluent professionals Never Run Out Of Money By Protecting Their Assets I have been helping Affluent professionals in the metro Atlanta Area with their retirement needs. How would you feel if you significantly increased your retirement? And, if you knew without a shadow of a doubt that you were going to be thriving in your retirement years? It would be a RELIEF, wouldn't it? These are the kinds of results our clients enjoy. Allow me to introduce myself: My name is David Edmond, the Founder of Edmond Financial Group. With my proven, unique methodology designed to help you protect your wealth and improve your retirement nest egg, our clients no longer worry about their retirement. Here is how I can Help You. We find out what your financial challenges are. We then find out what your Financial Goals are. And what you want to accomplish financially. And then we design a custom retirement plan to get you there. We do this by reviewing your current financial plan. And mapping out your strategy Then we take everything you’ve told us to design a custom retirement plan that’s specific to your personal situation. You and I will implement action plans which will help you increase the flow of your money by Strategically Planning, Protecting, Providing and ultimately Positioning you so that you NEVER run out of money! Here is what I need To Help You. You need to complete an online application with me and a thorough Family Needs Assessment: * You need to have a discussion with us so we can understand what is important to you. * You will receive a custom retirement plan What is your #1 money question? Ask it NOW. Email me at info@workwithdavidedmond.com Do you need a custom-made retirement plan? Are you worried about whether or not you saved enough for retirement? Call us and we'll assist in getting you on the pathway to financial stability. No Matter the Question, It's YOUR Money. Let's Make the Most of It! ------------------------------------------------------------------- How would you feel if you knew without a doubt that you were never going to run out of money during your retirement years? It would be pretty amazing, wouldn't it? Well, the results I speak of have become a REALITY for my clients ... and many affluent LinkedIn professionals just like you. I'd like YOU to get the same results. ---------- ► TYPES OF CLIENTS I SERVE: ---------- ❶ Affluent Professionals ❷ CEO's retiring in the next 10 years ---------- ► WHAT DO I DO FOR MY CLIENTS? ---------- I help Affluent Professionals just like you. » Significantly Increase Their Retirement » Protect Their Assets » Lower Their Taxes ---------- ► HOW DO I SERVE THEM? ---------- You and I will implement action plans which will help you increase the flow of your money by Strategically Planning, Protecting, Providing and ultimately Positioning you so that you NEVER run out of money! You need to complete an online application with me and a thorough Family Needs Assessment: * You need to have a discussion with us so we can understand what is important to you. * You will receive a custom retirement plan ---------- ► UNIQUE EXPERIENCE ---------- Today, my focus is using this "behind-the-scenes" insight & expertise to serve Baby Boomers, Business Owners and Service-Based Professionals to build financial strategies that are: ● PROFITABLE ● PREDICTABLE ● SUSTAINABLE ...so they can make a big difference in their financial lives & the lives of their families. ► UNIQUE PERSPECTIVE ----------- Honestly, I looked around this financial services industry & saw a bunch of outdated ideas - only to find that they don't work. So, I chose to do something about it! Because I refuse to let the "business side" of this financial services industry burn good people out ... or worse yet, bankrupt them.

REVIEWS AND RANKINGS

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