Each review takes its own course based on the individual's needs but in general it will go something like this...
A short educational presentation to be sure you have enough knowledge to make a good decision.
A short "dreams and needs" interview where we will uncover what is important to you, what you already have in place, and any questions or concerns you have with your current plan(s).
We will then schedule another appointment in about a week. This gives us time to analyze your information and to prepare for our next appointment.
On the second appointment we will quickly recap our first appointment. Then go over your current plan and recommend any improvements that can/should be made.
If you are happy in every way, we will proceed with plan updates.
Please call (855)INS-TEAM (855-467-8326) or click on the "Request Info" tab to request a quote or a life insurance review conducted by one of our affiliated licensed agents in your area. Thank you!