I would like to schedule...
Quantity:
30 minutes
This free, thirty minute session is designed for prospective clients to get an idea what makes Synergy Life Financial different. We'll spend some time getting to know each other and determine if our firm is the best fit for what you are trying to accomplish.
15 minutes
In this meeting we will be discussIng any changes or inquires to your existing plans.
Zoom meeting details will be sent in a separate email.
1 hour
In this meeting we will discuss:
- changes in your personal circumstances and the impact they may have on your goals.
- changes in tax laws, economic circumstances and their impact on your goals
-changes in your life circumstances such as birth, illness, marriage, retirement and any recommendations or adjustments to your current plan if required.
Zoom meeting details will be sent by email.
30 minutes
This free, thirty minute session is designed for prospective clients to get an idea what makes Synergy Life Financial different. We'll spend some time getting to know each other and determine if our firm is the best fit for what you are trying to accomplish.
15 minutes
In this meeting we will discuss any changes or inquires to your existing plans.
1 hour
In this meeting we will discuss:
- changes in your personal circumstances and the impact they may have on your goals.
- changes in tax laws, economic circumstances and their impact on your goals
-changes in your life circumstances such as birth, illness, marriage, retirement and any recommendations or adjustments to your current plan if required.
30 minutes
This free, thirty minute session is designed for prospective clients to get an idea what makes Synergy Life Financial different. We'll spend some time getting to know each other and determine if our firm is the best fit for what you are trying to accomplish.
1 hour
In this meeting we will discuss:
- changes in your personal circumstances and the impact they may have on your goals.
- changes in tax laws, economic circumstances and their impact on your goals
-changes in your life circumstances such as birth, illness, marriage, retirement and any recommendations or adjustments to your current plan if required.
