Stage 4: Implement
Once your confirmation and signature is in place, your plan gets sent to my back office for a thorough review. All medical exams, insurance contracts, redirecting activities, and other necessary steps are completed to set your wealth plan into action.
Delivery is sent with a full summary of benefits and details of your plan.
Stage 5: Review
On your anniversary date (date policy became effective), we will schedule an annual review to go over your plan; making sure you are on pace with the goals we established in prior discussions.
This meeting is also meant to assess your current situation to see if anything has changed. Major life events may change the goal(s) of the plan and adjustments will be made at this time.