The phase of “Seeing the Unseen” will allow you to have a macro-economic view of your entire plan. You will begin to see what is truly possible with what you have going on financially.
Human Life Value
Security of Maximization
Transferring Risk vs. Retaining Risk
Economic Value of Certainty
More Wealth & Benefits
The Discovery – Phase 2
What is possible with current assets and invested dollars.
Creation of more wealth with existing cash flow and assets.
9 Characteristic of an Ideal Financial Plan
Future Value – Truth Concepts calculator
Maximum Potential – Truth Concepts calculator
Tax savings, high ROR, lower risk
Person A vs. Person B – Truth Concepts Distribution calculator
Permission Slip – How is it accomplished
Coordination & Integration – Phase 3
Putting the plan into action.
Illustration review
Implementation
Utilization
Learning Profile
Without a doubt! We live the process and your investment of time and energy in getting to know us and our goals. Would highly recommend this to anyone who wants to invest wisely and wants to control their financial destiny!
Gary
"We have really appreciated the time that Michael and Lacy have spent to help explain to assist us in setting up policies that are in our best interest. There was no pressure to jump into anything too quickly and the reasoning provided was very sound and understandable. We truly felt that there was effort beyond Continue Reading
