FAQ

We employ a number of creative ways to optimize the living and death benefits of the insurance policies that we design. This is rare in the business. Get in touch with us so that we might analyze your current insurance policies to  determine if you are getting the absolute best benefits out of your policies. 

At Mangram Financial Services, we live what we speak. We believe an attitude of abundance (rather than of scarcity) and generosity are at the root of financial wellness, so we apply those same attitudes to our work with you.  On the practical side, we own most of the products we recommend, we have used the financial tools ourselves to retire early, and we are good stewards of our own monies. 

Absolutely no charge to the client. MSF is paid through commissions on the sale of each life insurance/annuity product from the insurance companies. We are an independent agency, so we only recommend companies that are a good fit for you and your needs. 

MSF offers up to 3 no-cost financial coaching sessions to each client.  If you have found our coaching services valuable, please consider buying me a tea through the link provided at the bottom of the page and referring your family and friends who are serious about attaining financial independence. 

If you need to cancel your appointment, we respectfully request at least 48 hours notice. Any cancellation or reschedule made less than 48 hours will count towards each client’s 3 no-cost consultation sessions & will lose the appointment deposit fee.