Frequently Asked Questions



FAQ

What’s the minimum level of assets you require for your clients?
We have clients whose net worth is less than $200k and those whose net worth is greater than $3 million. We treat all with the same degree of care, concern and planning. We encourage any woman who is concerned about her financial future to contact us. And we offer the same level of care, attention and compassion to all clients.

How are you compensated for your services?
Commissions that come from the issuing insurance company are earned on the products sold.

Are you considered a “no-fee financial planner”?
We are not registered to sell investment products. What we are is a financial services firm helping our clients create retirement strategies through the use of insurance products. Although we may not be able to assist you with other financial needs, we would be happy to refer you to trusted investment advisors, tax advisors, and attorneys in our network.

How do you help with emotional and health issues?
We’re women. We understand the ways finances can affect our emotional health and even our physical health. While we are not qualified in those fields, we do have access to resources we have worked with for many years, and we are glad to offer referrals. Of course, you’ll always find a caring, concerned financial professional at Woman’s Worth® who will listen and, yes, even hold your hand.

What are your qualifications?
All our services are based on decades of experience in helping women create retirement income strategies. Through insurance licensing (Arkansas Insurance Producer #0100102794) and continuing education we ensure we stay abreast of all relevant legislation that impacts you. To learn more about us, please click here.

Do you offer counseling for charitable-foundation planning?
No, we do not. We would be more than happy to refer you to a tax advisor or attorney who do offer such services, though.