Peace Of Mind Retirement -- Road Map
Peace Of Mind Retirement
Road Map
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Retirement Assessment
- Timelines and milestones
- Income and cash flows
- Current financial picture
- Lifestyle goals and plans
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Financial Blueprint
- New strategy to achieve your goals
- Tax deferred vs. no tax
- Contributions, insurance costs, credits, etc
- Application process planning
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Application Process
- Current policies and personal info
- Health interview/overview
- Documentation of financial situation
- Offer from insurance company
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Onboarding
- Acceptance and payment
- Index selections
- Incremental investing
- Annual policy review schedule