Programa tu consulta complementaria
1 hr 30 min
First of all, I want to thank you for your time in reading the information that has been provided here and commend you for considering a correct and complete planning of your financial security. There are many things that are beyond our power and reach, but protecting ourselves financially from the risk that life throws at us is not one of them. As an authorized representative, I want to be an open door of communication and provide you with the information you need to make the right decision.
From our consult, we will work on the following points:
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After having a complete understanding of the work system, we collect the necessary information to have a base on the need that you have to cover.
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This information will let me know if this server, as an authorized representative, is the one who can work with your case, or if it is necessary to have a financial analyst and planner with the certifications that meet your needs. (It is my policy to work honestly and to have the help of colleagues in the industry in order to serve you correctly. There is no place for pride here, only to give the proper service)
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If necessary, schedule a second consult with means to develop the necessary planning or integrating the appropriate personnel to complete it.
Again, the purpose of this consult, is to show you the options you may have, based on your budget and situation. No decision will ever be made for you or told which product you need. That is a completely personal decision which you decide after receiving the orientation. I am not a financial analyst or planner, but I do have them at my disposal if needed. Always consult with your accountant or CPA with any questions regarding your financial status before making a decision. Don't wait any longer, schedule your consult and let's get to work. Thank you very much for the opportunity given to work for you.
Best regards,
