Our consultative approach focuses on building trust with customers and prospects, understanding their problems and developing solutions to their challenges through open-ended questions and active listening.

Let PDP help you with your needs in just 4 simple steps:

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  Fact-finding meeting: During this first step we will identify your goals, priorities, preferences, as well as potential barriers. We will create clear expectations. This first step and will allow us to understand your situation better and suggest solutions that are suitable for you.
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  Presentation meeting: We will present you with a variety of options available that will vary in cost, flexibility, and protection level. Here you will be able to decide the best solution based for your current financial condition.
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  Implementation: If we meet your needs and budget, we will complete your enrollment in minutes.
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  Ongoing support and guidance: Your current needs and objectives will inevitably change through time, which is why we are here to proactively prepare your protection plan. We welcome change. As your life circumstances change, we will be a constant presence to ensure that your life transitions move along with appropriate solutions that add value to your life.

If you prefer, call Panel Development Partners at (305) 723-9243 or schedule an appointment online @ https://calendly.com/pdpagency