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Watch Caleb’s introduction.
Who we are, what we do, and how each strategy Bullard Financial works with helps a family. About twelve minutes. Enter your name and email and it plays right here.
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What the video covers
Twelve minutes, no jargon.
Who we are. An independent firm, one recommendation instead of five options, and why the four questions come before any quote.
Protection. Term, whole life, mortgage protection, final expense and living benefits: which job each one does.
Planning beyond it. Secure retirement income, protecting money from market losses, cash value you can use, college, debt, and plans for business owners.
What happens on a call. Exactly what to expect, and what you will get back in writing.
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