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When you’ve moved through your Evaluation and Quotation phases, it is time to submit an application where you will finally see your “Offer” with an overview of actual costs and “guaranteed returns”.

When you see costs and guaranteed outcomes, things really begin to make sense. This is the beginning of a pursuit towards financial freedom, stabilized by financial certainty.

I&E Application Process

The I&E application process takes any remaining guesswork out of the equation by asking the company to commit to your plan without binding you as applicant to accept.

Your Pro Client Guide can maximize your application process by leveraging their expertise to get you the best results such as obtaining the best life insurance health rating and/or creating the best policy design strategy.

Next step is maintenance.