Step 1: Review Your Planning Worksheet

• We will go through your submitted preferences
• Clarify any specific requirements
• Discuss your priorities
• Understand special circumstances
• Confirm your goals

Step 2: Explore Protection Options

• Review pre-selected coverage options based on your worksheet
• Discover flexible payment solutions
• Understand price-lock guarantees
• Learn about nationwide portability
• Explore Medicaid protection features

Step 3: Creating Your Personalized Plan

• Develop your customized protection strategy
• Review documentation requirements
• Explore payment options that fit your budget
• Address any questions or concerns
• Discuss next step