Here is your opportunity to listen to James de Tomasi
answer some common questions.

To hear the answer, click on the question.

To download the entire interview click here

• Introduction
• Who are your typical clients?
• What services do you provide, and what process
  do you follow?
• What does the term "Estate Planning" involve,
  and how do you help your clients along?
• Many people call themselves estate planners;
  What seperates you from the others?
• How can you help a client with the many types of
  insurance offered by so many different companies?
• Briefly, what are some of the unique problems
  business owners face, and what has been your
  approach in addressing these problems?
• What is your philosophy on long-term relationships
  with your clients?
• What is your perspective on client service?
• Aside from helping clients with financial planning,
  do you also help to implement the plan?
• Conclusion