OUR MISSION STATEMENT
At the Mark Cole Agency, our Mission is to develop long term client relationships while Exceeding our client's Expectations.We do this by offering superior insurance and financial related products
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WHAT WE DO
We help our clients with lifestyle protection, financial needs analysis, and property and casualty protection. We do this by focusing on three primary objectives:- Understand our clients and always put their needs first
- Provide a stress free, no pressure experience
- Provide world class service and support
Ask yourself: "What are your most important financial goals and are you on track to achieve these goals?" OR "Would an unexpected death, disability, illness, fire, or some other tragedy jeopardize your goals or put someone you love at risk?" If you don't feel good about the answer or are unsure...we need to talk!
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OUR PROCESS
First, we get to know our client's current situation, needs, goals and concerns.Second, we identify potential exposures that could jeopardize their goals. Third, we develop a strategy designed around their needs and goals. Fourth, we assist our clients in implementing their strategy. Finally, we make sure they stay on track by providing ongoing pro-active service and support.
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