You do not need to know
what solution you need.
You only need to know what is on your mind. Maybe it is Medicare. Maybe it is protecting your spouse, future care, unexpected health costs, or simply wondering whether the coverage you already have still makes sense.
Tell us what is concerning you. We will start there.
Schedule a ConversationYour first conversation is never a sales appointment.
We will not ask you to purchase a product during our first meeting. The purpose of that conversation is to understand your situation, your concerns, and what you want to protect.
Contact Behoovest
(727) 485-0215
[email protected]
Tarpon Tower, Unit 440
Tarpon Springs, FL 34689
What to expect
What this conversation is—and what it is not.
You should feel comfortable reaching out even if you are not sure anything needs to change.
It Is a Conversation
Bring your questions, concerns, policies, or simply the issue that has been sitting in the back of your mind.
It Is Not a Sales Pitch
We do not begin the meeting with a carrier, product, or application already selected for you.
It May End With “You're Fine”
If your existing coverage or resources already address the concern appropriately, keeping what you have may be the best recommendation.
Common questions
Do I need to know which insurance product I want?
No. We would rather start with the concern than the product. Tell us what you are trying to protect or what is worrying you, and we can determine whether any insurance solution deserves consideration.
Will I be asked to buy something during the first meeting?
No. Our First-Meeting Promise is simple: we will not ask you to purchase a product during the first conversation. Meeting one is for understanding your situation.
What should I bring?
Whatever is relevant. That might include current Medicare information, insurance policies, medication lists, carrier statements, or simply a list of questions. If you do not have documents ready, we can still begin with the conversation.
What happens if you think I do not need anything?
We tell you. A useful conversation does not require a transaction. If your current protection is appropriate, that is a perfectly good outcome.
Can we meet by phone or video?
Yes. The exact meeting method can be coordinated when you schedule. The goal is to make the first conversation easy and comfortable.
You do not need all the answers before you reach out.
If there is something you want to understand better, that is enough of a reason to talk. We will help organize the questions first and the solutions second.
Schedule Your Conversation