The natural next step after gaining a new understanding through Education is to evaluate how various strategic approaches can best empower you by offering financial control, stability, leverage, and certainty.
Whereas most life insurance providers focus on comparing policy types or companies, the I&E evaluation process is about matching you with the right strategy and design options, and then taking first steps toward a plan of action that you will be excited to pursue.
Your expert Pro Client Guide will help you get started at creating an ideal plan of action to achieve your highest aspirations. The primary goal here is to align you with the best policy design that meets your strategic financial goals. This is the fact finding step, where we go as deep as you want into the nuts and bolts of your policy, so you have the peace of mind that you are getting the right policy for you, based on your specific needs and goals.
This step may also entail taking a closer look at your business, your outstanding debts, and any other assets and liabilities you want to maximize (or eliminate).
Next step is quotation.
