2. 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

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

4. 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

5. ASSESSMENT REPORT
Client Trust
Prudent Process
Client Referrals

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