Basic Information
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Company
Vantage Financial Alliance -
Phone
832-290-8531 -
Mobile phone
832-290-8531 -
Email
Mmoreno.LD@gmail.com -
Describe How You Would Like To Be Introduced Via Email
Michelle is committed to helping her clients make informed decisions about their life insurance needs and to provide them with peace of mind knowing that their loved ones will be protected in the event of their passing. By offering personalized service and customized solutions, she helps ensure that each client's unique needs are met, making her an invaluable asset to anyone looking to secure their financial future. -
What is your "why"? Why do you do what you do?
We did the best that we could earlier in life. We did not have someone showing us the way to having a great retirement or show us how to get our kids through College. We have turned Chaos into certainty. We are helping people build wealth and a tax free retirement. We want to help as many people as possible become financially free through a financial education. Most people leave liabilities we want people to leave a Legacy. Our motto is "No Family Left Behind". My family was left behind and I've made it my life's mission to help families just like mine. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Who do you know that is married or in a long term relationship, a homeowner, and has children?
Who do you know that recently changes jobs?
Who do you know that is dissatisfied with their job? -
Unique Selling Proposition
I am dedicated to providing families and businesses with customized life insurance solutions that go beyond traditional models. We understand that each person’s needs are unique, which is why we create tailored strategies for income replacement, debt protection, estate planning, and more. By focusing on living benefits, cash value accumulation, tax-deferred growth, and supplemental retirement income, we ensure that you are prepared for today and secure for tomorrow. Unlike other agencies that follow a traditional approach, we provide comprehensive support for business succession, wealth transfer, and charitable giving to create lasting financial resilience and legacy planning. -
About me
I was a stay home mom for 12 years. I worked part time periodically through those years. I was also a volunteer for both Boys and Girl Scouts. When I returned to work in corporate I was unhappy. I did not like the office and the culture. I did change jobs and I was still unhappy.
I moved to Texas and Started my business. We noticed that there was a need for financial services. I am very excited about this company for a lot of reasons, but one of the most important to me is that this company knows how to treat people right. We are also doing something that is fabulous for the consumer. It makes me feel great to know that I am helping people – that I really get a chance to make a difference in people’s lives. It is not just a little thing that we do. We are teaching people what they need to do in order to manage their own financial futures.
Our Vision is to create massive change in the marketplace, change the financial industry for the better, and transform people's lives.
Our mission is to build the largest financial services company with 250,000 licensed agents, create 1,000 millionaires, and help 10 million families achieve financial independence.
Our values to our clients are to provide the knowledge, support, guidance, and confidence to a successful and predictable financial future for their families and businesses.
Our values to our agents are to provide the tools, environment, mentorship, and examples of success to allow them to flourish.
We believe in the 5 F's
Faith, Family, Finances, Fitness, and Fun are the key to having a successful business and living a fulfilling life.
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Profession
Life Insurance -
Title
Financial Professional -
Hobbies and interest
I enjoy a good living room dance party with my family. I enjoy hanging out with my children and my grandchildren.
Contact Information
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City / Town
Richmond -
State
TX -
Country
United States -
Special offers to the group
Free Life insurance review -
Google Business Review URL
Michelle Moreno -
Facebook Business Page URL
https://www.facebook.com/SFLDevelopment -
LinkedIn Profile
http://www.linkedin.com/in/michelle-moreno-32b2b54a/