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ADVISOR DISCLOSURE FORM
It is my responsibility to provide disclosure (i.e., nature of relationships, conflict of interests, privacy, etc.) for each individual client prior to the signing of an application.
CLIENT EXPECTATIONS
Build trust and ensure that relationship expectations with clients are met.
FACT FIND
I make sure to research and outline true detailed facts found for every client’s financial situation.
NEEDS & ASSESSMENT
To ensure that my recommendation(s) are appropriate to the needs of the client as determined by a needs-based assessment.
REASONS WHY LETTER
Summarizing my insurance advice and recommendations in a letter that each client will sign
ADVISE & RECOMMENDATION
Providing timely and appropriate advice that fits into the client’s lifestyle and needs.
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