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Discovery Session

Duration
45 minutes
Join us for a Discovery Session with Your Insurance Expert. We'll delve into your coverage needs, answer questions, and tailor a plan to secure your financial future.

  1. Choose a preferred date and time for your appointment, keeping in mind that we require the presence of your spouse or significant other, if applicable.
  2. Before confirming, ensure both you and, if applicable, your partner can attend the selected date, as cancellations may affect others' availability.
  3. Once both schedules align, click "Confirm" to finalize your joint appointment.
  4. You will receive a confirmation email with details.

If meeting via Zoom:
 
Meeting ID: 309 391 5632

• 5 minutes before our meeting, please click the link above. If you have any technical difficulties, please contact the number below.
• Our meeting is best viewed on a Computer, Laptop, or Tablet. If none of these are available, a smart phone would be another option. We recommend sitting at a table with a pen and paper ready. 

Note: Due to my tight schedule, the calendar is set for up to 6 days out from the current date. If you do not see a day that works for you, please revisit the calendar or give me a call to make arrangements.

Lori Watson
C: 309.391.5632

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