In our first meeting, we'll get to know each other to find out how we can help you. We can review current policies (if available) and discuss possible products and strategies to fit your specific goals and objectives.

In our next meeting, we will provide you with specific product information and illustrations to support our discussions to date.

As life changes, so too should your plans and needs. We will contact you and meet with you on a routine basis to re-evaluate your current products and plans and make suggestions or adjustments as necessary. We will work hard to ensure that you are always on target to achieve all of your goals and objectives.

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