- Your goals and preferences
- Your personal situation, interests and challenges
- We review your existing estate plans (wills, trust agreements, etc.)
| | - We identify priorities
- We discuss key issues
- We link recommendations to your goals
| | - We work through the application process
- We make necessary changes to documentation, if needed
- We deliver the policy to you
| | - We review and update your estate plan as needs change
- We continue to service and update policies
- We review policy statements annually
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