LegalShield & IDShield, Independent Associate
When and why did you decide to join this company?
I’m a licensed independent insurance agent and when my customer couldn’t get their wills and estate planning done at a reasonable price, I started looking around. Then I found LegalShield & IDShield and the first thing I noticed was they would do your wills, financial durable power of attorney and medical directives for husband and wife at no extra cost. I immediately joined the company and it’s been more than four years now.
How does your business serve the local community?
Everyone needs a will but only about 40% have them and of those, only 25% have updated them in the last three years. In addition, I have a service that addresses identity theft. According to the Federal Trade Commission, it’s been the number one crime for the past 17 years. I can help those impacted and have a complete restoration done by licensed private investigators and law firms, if needed. Businesses need to have this as a benefit to their employees, which can save the business money.
Please share one of the greatest moments you’ve experienced in your current profession.
It was having LegalShield for my wife and me. My wife was owed a large sum of money from a defense contractor and they didn’t want to pay because they didn’t get the contract. Once we contacted the law firm, she was paid within six weeks. And the best part about it is we didn’t owe anything to the law firm. It was part of our membership.
How has the HGBA supported you in your business?
I’ve made some very good friends since I’ve been associated with HGBA. It hasn’t led to any new clients yet, but I believe that will change once people understand what my business can do for them and their families and most of all their businesses.
What are the top three business tips and tricks can you offer other professionals?
1. Know what you want and have a specific time to do it, so it is measurable.
2. Create a mission statement and treat your company like a Fortune 500 business, because to you, that’s what it is.
3. Set your goals using the SMART system: Specific, Measurable, Achievable, Relevant and Time-Bound.
Are you from this area? If not, what brought you here?
While stationed in Guantanamo Bay Naval Base in Cuba, I was offered a job in Fairfax. When I retired from the Navy in June 1996, I came here, started working at Information Spectrum and then found my soulmate. We’ve been together 23 years now.
What is your favorite season in this area, and why?
I like spring and summer. Springtime you’re seeing new life blossoming all around and it gives people the opportunity to look at life through different lense. I also like the summertime because when it’s warm I get to drive my Thunderbird Sport Coupe with the top down!
What are some hobbies you enjoy?
Spending time with my wife, my children and my six grandchildren. Playing golf with my best friends and spending time with my military brothers and sisters.
What is your favorite restaurant?
I don’t have a favorite restaurant; if it has chicken, I’m ok. But it gives me pleasure to take my wife to L’Auberge Chez Francois in Great Falls; she loves the food.
What was your most interesting job prior to your current profession?
Being selected as the Army Corp of Engineers FEMA Disaster Officer while stationed in Hawaii. I got to help the people on Kauai when Hurricane Iniki destroyed the Island. My being there made a major impact in the service and response the people of Kauai received from all the contractors and Government Agencies involved in restoration of the Island. My sole focus was making sure their needs were met so they could get back to living again.