2nd Appointment - Full Version

Segments:

Part 1: Introduction and Small Talk

Part 2: Review of 5 & 4 Commitments

Part 3: First Two pages of the WRFP

Part 4: Goals, Values and More

Part 5: Risks

Part 6: Action Items

Part 7: Income Plan PP

Part 8: Income Plan IOS

Part 9: Income Plan SPD

Part 10: He Dies, She Dies

Part 11: Private Wealth Strategies

Part 12: Risk Analysis

Part 13: Red Line, Green Line

Part 14: What it Looks Like to Engage Services Close

Part 15: Bring in the Paraplanner

Part 16: Fees, Costs and Expenses Disclosure

Part 17: Important Extra Scenarios

Appendix:

Appendix 1: 3 types of Annuities

Appendix 2: Compromise close

Appendix 3: Setting the table

Appendix 4: What engaging services looks like

Appendix 5: The Fiduciary Close

Appendix 6: The Trusted Advisor Close