Peace Of Mind Retirement -- Road Map

Peace Of Mind Retirement
Road Map

Retirement Assessment

  • Timelines and milestones
  • Income and cash flows
  • Current financial picture
  • Lifestyle goals and plans

Financial Blueprint

  • New strategy to achieve your goals
  • Tax deferred vs. no tax
  • Contributions, insurance costs, credits, etc
  • Application process planning

Application Process

  • Current policies and personal info
  • Health interview/overview
  • Documentation of financial situation
  • Offer from insurance company

Onboarding

  • Acceptance and payment
  • Index selections
  • Incremental investing
  • Annual policy review schedule