Meet Joelle
Your dedicated insurance broker
As an independent, remote life insurance broker, I work solely for you — not for insurance carriers or sales quotas. I specialize in customized solutions that grow with you, and I'm passionate about making complex financial tools like life insurance and annuities simple and empowering.
My mission is to educate and equip my clients with tools that not only offer peace of mind through death benefits, but also provide powerful living benefits — such as tax-advantaged growth, access to funds, and guaranteed income for retirement.
No call centers. No sales pressure. Just honest guidance built around your goals.
Why Work With Me
What sets me apart as your insurance broker
Independent Broker
I work with over 30+ A-rated carriers under Family First Life, giving you more options and better rates than captive agents.
Client-Focused Approach
Your goals and needs come first. I take the time to understand your unique situation before recommending any solutions.
Ongoing Support
I'm available to answer questions and provide guidance long after your policy is in place. Your financial journey is my priority.
My Approach
How I work with clients to achieve their financial goals
Understand Your Needs
I start by listening to your goals, concerns, and financial situation to understand what you're looking to achieve.
Educate & Explain
I break down complex insurance concepts into simple, understandable terms so you can make informed decisions.
Customize Solutions
I leverage my access to multiple carriers to design a personalized insurance strategy that aligns with your goals.
Provide Ongoing Support
I remain available to answer questions, review your coverage, and adjust your strategy as your life changes.