Agile Insurance Strategies
Insurance Risk Management
Terry D. New, Principal
Financial Services Representative
Agile Insurance Strategies
Life Insurance Risk Management
“My overall goal is to listen intently and engage fully to understand my clients needs first; secondly, educate my clients, and lastly, provide appropriate life insurance and wealth protection strategies. Together we protect what matters most to you."
Let us build lasting relationships.
Life and Health Insurance Licenses
MD DC VA TX
Serving
Individuals / Families /
Small Business Owners
About
Agile Insurance Strategies specializes in life insurance risk management strategies. Our goal is to assist in mitigating financial loss for individuals, families, and small business owners. The major goal is to provide clients with appropriate life insurance and wealth protection strategies to protect what matters most to them. This can be achieved from the comfort of one's home in our virtual meeting room.
I believe listening intently to and educating customers will help them make informed decisions as they better understand the recommendations provided. I also believe that when people know better they oftentimes do better.
I have a dynamic team of professionals that I partner with who specialize in life insurance risk management and great customer support teams via our highly rated carriers. We provide excellent client services to ensure our clients get the strategies and solutions that meet their needs. We provide periodic follow up to assist clients as major life changes do occur. These changes or life events can impact their risk management plans and the security of their family legacies.
What our customers are saying
Terry New has gone above and beyond our expectations. My husband and I kept throwing curve balls at her and she kept providing us with detailed information we needed to make our final decision because we were also considering another insurance agency. We were so impressed with her integrity and her service that we chose to work with her. If you're looking for someone who will be thorough, respectful, with high integrity, then you don't need to look any further.
Halima and Bill Griffin, Woodbridge, VA
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