Stage 3. Building Trust Part II

Hey there! Welcome to Stage 3: Building Trust Part II. This stage is so important because you will be doing your own Personal Financial Checkup! During this process you will be reviewing the following:

Review and Set Your Goals
Review Your Protection
Analyze Your Retirement Plans / Investment Options
Preserving Your Legacy

Your Training Topics for Stage 3

Personal Financial Checkup (PFC) - Take Action
Home Visit. Get Support From Your Spouse
Agent PFC - Your Money Matters

Downloads

PFC Form

4 Steps Brochure

Your Next Step...

Call your trainer to let them know you are ready to review your training topics for Stage 3.

Once completed, your trainer will move you to Stage 4 where you will receive your next email with training instructions. Again congratulations and the best of luck to you! Let's do this!