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Just beyond Evaluation, is the Quotation process where you begin to see how the actual numbers can work powerfully in your favor.

This isn’t another drab session of looking at your CD rates or your bank statement.

We’re talking about wealth building numbers for exponential growth, guaranteed with tax deferral and using this leverage to actualize dreams of freedom, stability, leverage, and certainty.

I&E Quotation Process

At I&E, our priority in the Quotation process is to offer much more than generating random projected costs. This process will be used to define your plan by adding real numbers needed to facilitate and implement your Application Process. 

Your expert Pro Client Guide will help you understand the context around obtaining quotes, such as how rates are impacted by things like age, health rating, policy design, and company.

The next step is application.