Insurance With Beatriz

Hey there! I'm Beatriz, and I'm pretty new to the corporate life insurance advisory world – just clocked my first year. But don't let that number fool you. I've got a lifetime of insight into the skilled trades sector, thanks to my family and friends in the biz. Rooted in Trades, Specializing in Insurance Growing up around farmers, electricians and plumbers taught me a lot. I learned the value of hard work and the importance of safeguarding what you've built. Now, my husband and I are on a mission. Together, we're translating that deep-rooted understanding into protecting businesses like yours through smart insurance and tax strategies. Meet My Partner in Everything I'm not in this alone. My husband, with his 8 years as a life insurance advisor and a bachelor's in business administration in human resources (with honors, no less!), is my right hand. He may have hung up his advisor hat, but his expertise in customer service is now the heart of our operation. The Stark Reality Here's a stat that stops me in my tracks every time: For every 7-8 seasoned tradespeople retiring, there's just one emerging from trade school. Think about that for a second. It's not just a gap; it's a looming challenge for our community. Why It Matters So, why should this matter to you? Well, this gap affects everyone in the trades – from staffing shortages to the sustainability of your business. You're the backbone of our economy. And let's face it, you deserve more than just off-the-rack financial solutions. And that's where we come in. What We Do (In Plain English) In simple terms? We help your business save money and stay protected. How? By crafting life insurance and tax strategies that are just as hardworking as you are. Let's Chat! If you're in the skilled trades and thinking, "Hey, this might be just what my business needs," then let's talk. We're all about making complex stuff easy to understand, and we'd love to hear your story.