Monica got her introduction to insurance through the School of Hard Knocks when her parents passed away and there was no plan in place and minimal life insurance. Her father owned a construction company that she, her husband, and her mother took over upon his death. Her father had personal life insurance but no “key man” insurance, which made the transition difficult. Monica’s mother passed 10 years later but never got around to making out a will or increasing her life insurance. No one knew about how Social Security worked or what a Medicare Advantage plan was, so her mother did not receive a proper doctor’s care.
Monica met Tony a few years later and he started a conversation about the importance of life insurance, Medicare plans, and life planning. Then, something clicked. Knowing she wanted to help people, Monica got her insurance license in March 2019 and began a new career in the insurance industry. Monica and Tony opened their own life planning office in August 2019.
Monica and her husband Mark have been happily married for 22 years, and they have three children and two grandchildren. There is never a dull moment at their house with the horses, dogs, chickens, a cat, and a fish!