ASSESS ANALYZE ADVISE Care & Diligence Prudence Loyalty

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Presentation transcript:

ASSESS ANALYZE ADVISE Care & Diligence Prudence Loyalty “Hold faithfulness and sincerity as first principles.” Confucius ASSESS Goals & Concerns Retirement Time Horizon Risk Tolerance ANALYZE Retirement Readiness Products Available Objectives Met ADVISE Guaranteed Insurance Solutions™ Care & Diligence Prudence Loyalty

Guaranteed Insurance Solutions™ Guaranteed Insurance Gap™ UNCOVER Guaranteed Insurance Gap™ And DRIVE SALES

ASSESS CLIENT NEEDS Financial Goals - Concerns Social Security Plan Contact Information Financial Goals - Concerns Social Security Plan Retirement Timeline Beneficiaries Risk Tolerance Financial Timeline Risk Tolerance

ASSESSMENT REPORT Client Trust Prudent Process Client Referrals

Guaranteed Insurance Solutions™ Next Training Session “Analyze” Guaranteed Insurance Solutions™