ON GOING SERVICES

 

ON GOING SERVICES

On Going Services

The On Going Services is our Step 5 of our “New Generation Retirement Process”. These are services that are continuous during our relationship. As situations change, so does our initial plan that needs to be updated to meet the new situations in your life. You will need beneficiary changes, insurance policy reviews, annuity contract reviews and performance analysis at least one a year. The “Generational Vault” that has been established allow us to constantly be in contact with you and changes in your life and family.

Interested in learning more about the Vault?

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On Going Services

The On Going Services is our Step 5 of our “New Generation Retirement Process”. These are services that are continuous during our relationship. As situations change, so does our initial plan that needs to be updated to meet the new situations in your life. You will need beneficiary changes, insurance policy reviews, annuity contract reviews and performance analysis at least one a year. The “Generational Vault” that has been established allow us to constantly be in contact with you and changes in your life and family.

Interested in learning more about the Vault?

Generational Vault

Our Company believes that technology to help you organize, manage and access your financial life is the foundation to successful retirement planning, and we use the “Generational Vault” as well as a proprietary suite of technology accessible through the Vault to help deliver on our commitment.

When you partner with our company, The vault provides you immediate access to your financial life, and you will instantly benefit from its power through increased communication, education and documentation available to you 24/7.

To hear Generational Vault click the video play button

generational vault

Generational Vault

Our Company believes that technology to help you organize, manage and access your financial life is the foundation to successful retirement planning, and we use the “Generational Vault” as well as a proprietary suite of technology accessible through the Vault to help deliver on our commitment.

When you partner with our company, The vault provides you immediate access to your financial life, and you will instantly benefit from its power through increased communication, education and documentation available to you 24/7.

To hear Generational Vault click the video play button

generational vault

Beneficiary Policy Review

As life changes so do your beneficiary designations. As newborns arrive as children and grandchildren or other situations occur to remove beneficiary designations, all your policies that declare beneficiaries need to be reviewed. Our commitment to service dictates that these be reviewed and addressed as soon as possible. The “Generational Vault” allows us to be in constant contact to address these situation as they become known. 

To hear Beneficiary Policy Review click the video play button

benficiary policy review

Beneficiary Policy Review

As life changes so do your beneficiary designations. As newborns arrive as children and grandchildren or other situations occur to remove beneficiary designations, all your policies that declare beneficiaries need to be reviewed. Our commitment to service dictates that these be reviewed and addressed as soon as possible. The “Generational Vault” allows us to be in constant contact to address these situation as they become known. 

To hear Beneficiary Policy Review click the video play button

benficiary policy review

Life Insurance Policy Review

As life changes so do your needs for Life Insurance to protect your Mortgage, Terminal Illness, Critical Illness, Chronic Illness, Planning for College, Business Succession, Final Expenses and other risk management possibilities. From our annual reviews, we address your need changes and supplement your family protection plans in addition to our plan for retirement. We also communicate these changes and document this through our Generational vault where you have access 24/7.

To hear Insurance Policy Review click the video play button

Insurance Policy Review

Life Insurance Policy Review

As life changes so do your needs for Life Insurance to protect your Mortgage, Terminal Illness, Critical Illness, Chronic Illness, Planning for College, Business Succession, Final Expenses and other risk management possibilities. From our annual reviews, we address your need changes and supplement your family protection plans in addition to our plan for retirement. We also communicate these changes and document this through our Generational vault where you have access 24/7.

To hear Insurance Policy Review click the video play button

Insurance Policy Review

Custom Annuity Policy Review

As time passes and your retirement needs change, we review the financial performance of your plan which usually contain some portion as an Annuity. While performing our review we examine your present annuity contract to determine if the current policy  satisfies your financial needs or if other possibilities are available to you presently. We also communicate these changes and document this through our Generational vault where you have access 24/7.

To hear Custom Annuity Policy Review Review click the video play button

custom annutiy policy review

Custom Annuity Policy Review

As time passes and your retirement needs change, we review the financial performance of your plan which usually contain some portion as an Annuity. While performing our review we examine your present annuity contract to determine if the current policy  satisfies your financial needs or if other possibilities are available to you presently. We also communicate these changes and document this through our Generational vault where you have access 24/7.

To hear Custom Annuity Policy Review Review click the video play button

custom annutiy policy review

Articles
  • October 23, 2017
    Your Annual Financial Planning Checklist
    Read More