The Agent Roadmap
You are Verified!
Here’s What Happens Next
Great news, we have verified your details. You have been matched with a Senior Licensed Agent who specializes in [State] retirement planning.
The Goal of this Call:
This is not a sales call. It is a Strategy Match. The Licensed Agent will look at the 3 to 4 top rated carriers that fit your specific timeline and assets.
3 Questions You Should Ask Your Agent:
We want you to feel confident. Please ask your Agent these three hard questions:
1
Is this rate guaranteed for the full term, or can it change after year 1?
2
What is the AM Best Rating of this carrier? (We only recommend A rated or higher)
3
If I have an emergency, how much money can I access penalty free?
Your Agent will call you shortly.