ALEM AGENCY INC. SCHEDULE OF FEES

15 MINUTE CONSULTATION: $0


RESEARCH FEE: $50

• Client claims to want insurance but never purchases the policy after agent has spent time researching carriers, contacting underwriters, etc.


ON-LINE 90 MINUTE CONSULTATION: $60

• Includes condensed education of the following: financial literacy education; types of insurance; and estate planning. **WAIVED IF CLIENT PURCHASES A POLICY.


N HOME 90 MINUTE CONSULTATION: $75

• Includes condensed education of the following: financial literacy education; types of insurance; and estate planning. **WAIVED IF CLIENT PURCHASES A POLICY.


APPLICATION RETAKE & RE-SUBMISSION FEE: $50

• Application taken, but payment not received (after 30 days answers and application are voided & destroyed).

• Client knowingly & willfully lies on application causing agent to have to resubmit to another carrier.


MISSED APPOINTMENT FEE: $50

• Assessed if client cancels without a 24 hour notification. ** Exceptions can be made for medical illness, and unforeseen emergencies.

• Assessed after 2nd rescheduled appointment. ** Exceptions can be made for medical illness, and unforeseen emergencies
.

FEE SCHEDULE POLICY 

CALL US TODAY AT 1 (855) 576-BEST (2378)


independent insurance brokers

In order to keep our keep our cost low, and to continue providing specialized service, it has become necessary for ALEM Agency Inc. to implement several fees. While it is our hope that we never have to charge a fee, it is anticipated that these fees will apply to a small segment of our target market. Please note that all fees are non-refundable, and payable at the time of service via cash, money order, or certified check. .

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