Insuring Your Future, One Plan at a Time
At Run Term Quote, we understand the frustration of navigating the complex world of insurance planning. You're not alone in feeling overwhelmed by the process, unsure of which policy to choose, and worried that your agent may not have your best interests at heart. That's why we're committed to providing a different experience.
Our Mission
Our mission is to provide expert guidance and personalized service, ensuring that you walk away with a plan that meets your unique needs and goals. We believe that insurance planning should be about more than just selling policies - it's about building relationships, understanding your concerns, and providing solutions that make sense for you.
Our Expertise
As a CERTIFIED FINANCIAL PLANNER, Jerry C. Thomas has extensive expertise in insurance planning, including life insurance, disability insurance, long-term care insurance, and annuities. With over 20 insurance companies at his disposal, Jerry takes the time to understand your individual circumstances, goals, and concerns to develop a customized strategy that meets your needs.
Our Services
We offer a range of services designed to help you navigate the complex world of insurance planning. From determining how much life insurance you need to reviewing your existing policies, we're here to help.
- Life Insurance Planning: We'll help you determine how much life insurance you need, which company and plan best suits your goals, and which company will make the best offer based on your overall health profile.
- Disability Insurance Planning: We'll help you determine the amount of disability insurance you need, which carrier and plan is right for you, and how different provisions of the contract may affect your ability to receive benefits.
- Long-Term Care Planning: We'll review what long-term care is, what the likelihood is that you and your family will need to provide care for a loved one, and how much long-term care can cost.
- Annuity Planning: We'll help you review how different annuity options work and whether they should be included in your overall financial plan.
- Policy Review Service: Many of our clients have existing policies that have not been reviewed in years. Our team of professionals can help you review an existing policy or strategy to determine if any changes need to be made.
The CFP Financial Planning Process
As a CERTIFIED FINANCIAL PLANNER, Jerry follows the CFP Board's Practice Standards, which are designed to ensure that the practice of financial planning is based on established norms of practice, advancing professionalism in financial planning, and enhancing the value of the financial planning process.
Get Started Today
If you're tired of feeling frustrated with the insurance buying process, schedule a call with Jerry today. We're committed to providing expert guidance, personalized service, and a plan that meets your unique needs and goals.
Overall Experience
The reviewers had an extremely positive experience working with Jerry. They found him to be helpful, knowledgeable, and professional.
Key Strengths
- Responsiveness: Jerry was responsive to the reviewers' needs, taking the time to explain their options and ensure they understood the process.
- Quality: The reviewers appreciated the quality of Jerry's work, citing his expertise and attention to detail.
- Professionalism: Jerry was professional in his approach, making the experience enjoyable and smooth for the reviewers.
- Value: The reviewers felt that Jerry provided good value, with one reviewer mentioning that he was better priced than others.
Common Themes
- Knowledgeability: Jerry's expertise and knowledge were consistently praised by the reviewers.
- Personal Touch: Jerry made an effort to understand the reviewers' needs and provided a personalized experience.
- Positive Attitude: The reviewers appreciated Jerry's positive attitude and enthusiasm for his work.
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