Frequently Asked Questions
Protecting what you've built takes the right conversations. That's why we're here. Whether you're wondering how wealth insurance actually works or curious about our process, dig in. Most folks have similar questions — and we love answering them.
We help you build a fortress around your assets. Basically, we create insurance strategies that protect your wealth from unexpected life events — death, disability, lawsuits, market crashes. It's not just buying a policy. We're talking about custom plans that work with your actual situation, not some cookie-cutter approach. Your money. Your family. Your legacy. That's what we're protecting.
Here's the thing — there's no magic number because every person's wealth looks different. We charge based on what you've got and what needs protecting. Some clients spend €150 monthly. Others spend more. The best part? You're not paying for fluff. Every euro goes toward actual protection. We'll walk through the numbers with you first, no surprises later.
Most people get their core protection in place within 21 days from our first meeting. Sounds fast, right? We move quick because life doesn't wait. Initial consultation happens within 48 hours of reaching out. Then we gather your info, design your plan, and get everything finalized. Some cases take longer if you've got complicated assets. But we'll tell you upfront exactly how long it takes.
Absolutely. Actually, business owners are our people. When you've built something from scratch, protecting it requires different thinking. We structure plans around your business income, buy-sell agreements, and key person insurance. Your business is probably your biggest asset — we treat it that way. If you're self-employed or own a company, we've seen situations like yours before.
We primarily work with folks in the Bihor region and greater Galați area, but distance isn't always a dealbreaker. Many of our planning conversations happen over video calls these days. If you're in a neighboring region and serious about protecting your wealth, call us at +40 005 225 797. We'll figure out if we're the right fit for you.
Your insurance policies have guarantees baked in — those come from the carriers themselves, not us. What we guarantee is honesty. We won't oversell you coverage you don't need. We won't disappear after the sale (seriously, half our new clients come from people we've already helped). And we'll explain everything in plain language, not insurance-speak. That's our promise.
Drop us a line. Call +40 005 225 797, email [email protected], or swing by the office at Bulevardul Unirii 55, 030330 Galați. We'll set up a no-pressure conversation about what you're trying to protect. Bring questions. We love them. This first chat is free — just us getting to know your situation and deciding if we can actually help.
Your plan isn't set in stone. Big promotion? New house? Another kid on the way? We review your coverage with you regularly. Most clients check in with us every 2-3 years, sometimes sooner when things shift. Life changes. Your protection should too. That's why we build relationships, not just sell policies and disappear.
