that never seems to stop. We’re all stuck at home, some of us with a new homeschooling burden, and people are nervous or unhappy with the uncertainty.
In normal times, most people focus on ROI or Return On Investment. It’s on the top of the list of desired features. Instead, think of that acronym as Reliability Of Income. It’s more relevant to achieving your end goal. So, while we can’t control the roller-coaster of the market, there are things that you can do to mitigate risk and create a more reliable stream of income for your retirement.
Dissertation defenses, religious services, educational workshops and more have all gone virtual as half the world’s population practices social distancing. In these uncertain times it is important to know that you have a partner by your side to be there when you need him most. As we shift from face to face meetings to phone calls and video chats, know that you have the tools you need to secure your retirement savings. Here's a virtual, streamlined way to get moving toward more financial stability:
- The first step is a virtual education & online illustrations to test drive several products.
- Next step is a Suitability Pre-Check to ensure that your information in the suitability portion of the application will be able to be placed with an insurance carrier.
- A virtual application with the E-App is submitted and once you’re approved, you can
- Virtually sign with the E-signature via E-mail to finalize the transaction.
- Your transfer of money is done using ACH, generating an in force policy within a matter of hours.
- Finally, delivery of your policy is also accomplished electronically.
All from the comfort of your easy chair!
By signing up for an online profile, you can keep track of values, complete a number of transactions and make simple changes like updating contact information or changing beneficiaries online.
Using Secure Upload, you can scan and transmit paper documents. It works like a modern version of the fax machine (without the long wait and annoying dial tone).
Call today or simply click the button to schedule a time for a video teleconference. I'll show you, with illustrations, how our products protect your retirement assets from loss and guarantee income - enabling you to weather this continued economic storm and dangerous times.
