Template:ServicesBox: Difference between revisions
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Created page with "<div class="card shadow-sm services-box"> <div class="card-body"> <h3 class="h5 mb-2">{{{title|Advisory Services}}}</h3> <p class="text-muted small mb-3">{{{subtitle|Three-part advisory approach: Consultation • Analysis • Solutions}}}</p> <ol class="mb-3"> <li> <b>Consultation</b> — {{{consultation|Free initial meeting to discuss goals.}}} </li> <li> <b>Analysis</b> — {{{analysis|Review of current insurance and fin..." |
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Revision as of 01:35, 20 August 2025
Advisory Services
Three-part advisory approach: Consultation • Analysis • Solutions
- Consultation — Free initial meeting to discuss goals.
- Analysis — Review of current insurance and financial plans.
-
Solutions — Recommendations from a range of insurance and wealth‑protection products:
- Term Life Insurance
- Index Universal Life (IUL)
- Final Expense Insurance
- Long-Term Care Insurance
- Disability Income Insurance
- Fixed Index Annuities
