Today we’d like to introduce you to Becky Swanson.
Hi Becky, so excited to have you with us today. What can you tell us about your story?
My story as a Life and Health Insurance Agent began after about 30 years in real estate and the need to have a new challenge and professional focus. At first, I tried all types of services, such as groups, life insurance, individual, and Medicare when I started out finding my way. But it didn’t take very long at all before I learned that Medicare would become a primary focus of my efforts after hearing first hand over and over again just how little Medicare members really understood or knew about their options and the coverages they had. I had found my niche.
My motivation stems from family need first, as each of us must pay the bills right? But “sales” is not my focus, even though technically I am a life and health insurance sales agent. With each individual I assist, I have 3 key factors that are always first and foremost, to help that individual find the best coverage possible for their need that provides 1) the least amount of financial risk, 2) the lowest cost for service(s), and 3) the greatest amount of benefits. I help empower people to leverage the best products available to minimize their financial exposure or risk, which is one of the primary purposes of insurance. Education is a key component of what I do. It is highly important to me that people understand the products available and how they work, so they can make the best decision for themselves. So I am more of an educator than a sales person.
These are the principles that my Agency is founded on. With all current and each new client, truly, their best interests are always the top priority. Sales quotas and commissions are never a factor. My business model has proven that numbers are met, as long as we always focus on, customer first.
Would you say it’s been a smooth road, and if not what are some of the biggest challenges you’ve faced along the way?
There is constant change among insurance products, Carriers, marketing strategies, and tools that continually require us to keep learning and adapting. Plus when you are a client service based business, that brings a whole different kind of challenges. For any business, it is always difficult to know just when to pivot or implement new strategies, or hire personnel, or if or when to make financial commitments to implement a new tool to help your business expand without sacrificing customer service and satisfaction. These are the types of obstacles and challenges we face regularly, and I am no exception.
Thanks for sharing that. So, maybe next you can tell us a bit more about your business?
Dedicated Insurance Advisors is a Life and Health Insurance Agency. We specialize in Medicare, but also provide various forms of life insurance, final expense insurance, travel insurance, group insurance, individual medical, short term medical, dental, Hospital Indemnity, cancer, and other chronic condition policies.
When it comes to Medicare, we are not partial to Medicare Supplements or Medicare Advantage. They are both viable quality products. We help to educated as best possible so people understand each option, how they work, and the costs associated with each.
As mentioned previously, it is always our objective to learn what the Clients needs are and help to present the best options that meet all criteria as best possible. At all times keeping our focus on our 3 guiding factors, lowest financial risk, lowest cost for services, greatest benefits.
Can you share something surprising about yourself?
I love to travel and see new places, especially with family. I enjoy experiencing new things such as places, food, activities. The only dream I haven’t fulfilled is having my own inground swimming pool with a diving board.
Contact Info:
- Website: https://dedicatedadvisors.net
