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Annual Client Strategy Reviews

How often have you experienced two years in your lifetime that were exactly the same?

It's more likely that you will get better at handling change, managing life, learn new skills, experience new challenges, and achieve new growth if you expect life to look different by this time next year.

Even if you've had the same job, same spouse, same car, same house for years, in reference to your inner most needs, wants and desires, every year delivers with it a new perspective on old circumstances. That's why it's important to take just a few minutes to reevaluate your protection and support system and make sure it still serves your needs.

During annual reviews, it is not my focus to find new products or services to recommend. It is my pleasure to reconnect with everyone I've served over the previous twelve months to see how you are doing. There may be benefits inside your existing plans that you have not exercised or ways we can reposition you to fit your needs better. Above all, let's make sure that you get your questions answered and make sure your plan still fits your lifestyle.

If anyone who is connected to you through family or finances has had a life changing event (such as a birth, death, marriage, divorce, new house, new car, buying or selling a business, enrolling or graduating from college, inheriting property, a significant change in health) it is imperative to revisit your overall financial plan and see that it includes all of the most important people and parts of your life. Many times over we may make what seems like a tiny change now that can result in a massive win the future.

Use these annual meetings to accomplish the following:

Make sure your plan will still allow you to accomplish your goals on time
Provide clarity for any questions or concerns you realized since last year
Stabilize your life's major changes by protecting what matters most
Avoid leaving a gap in your coverage or being exposed to risk

All Products come with Lifetime Claims Processing & Personalized Service

To schedule your review, enter your info below to gain access to my calendar:

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Complimentary Client Services

First Name *

Last Name *

Best Email *

Cell Phone *

This career chose me.

Now I teach others.

Unfortunately, my Father passed away over a decade ago which was way before his time. Even in death, he thought of his family first and fulfilled his goals: paying off our family homestead, settling all of his debts including vehicles and credits cards. He even left behind enough to take care of his final expenses. He is my inspiration for serving your family now.

We Thank God everyday that he was prepared for the worst. Dad lived his life to the fullest, as if every day was his last. I didn't realize it at the time, but he taught me how to plan for the worst, even if it seems unnecessary.

There's not a day that goes by that I don't think of my Father fondly. How completely selfless his decision was to protect my Mother from losing everything; the house, the cars, etc. Everything was taken care of.

We know without question that he loved us more than we could have known at the time. Families you know will be torn apart this year by heart attack, cancer, stroke, overdose, diabetes, or other health issues.

For whomever you love most,

don't wait until it's too late.

Your Agent for Life!

Young or old, death doesn't discriminate...

Actors, Directors, Athletes, Presidents & Heads of State

who

died

suddenly.

Luke Perry
Cary Grant
Bill Paxton
Debbie Reynolds
Della Reese
Grace Kelly
John Singleton
Kirby Puckett
Franklin Roosevelt
Richard Nixon
Gerald Ford
Warren G. Harding
Ulysses S. Grant
Grover Cleveland
Theodore Roosevelt
Winston Churchill

Stokes, Brain Aneurysms & other fatal health conditions happen to unsuspecting Americans every day without any symptoms or warning!