Stage 4: ImplementOnce 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: ReviewOn 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. |
CONNECT WITH US: |
IMPORTANT LINKS: |
LOCATION:FocusStage
10950 Arrow Route #2692 Rancho Cucamonga, CA 91729 Tel: (909) 944-9421 Fax: (909) 297-3233 luis@focusstage.com |