Protect.LIFE
STEP ONE: Contact Us
The first step to Protect.LIFE is to simply contact us. We will send you a link to a general intake form that is so short it takes just a few seconds to fill out.
STEP TWO: Questionnaire + FREE Design Meeting
If you indicate an interest in estate planning on our general intake form (Step One), we will send you a link to our estate planning questionnaire which is also secure and encrypted. With this questionnaire, we will schedule your free initial design meeting. There is no cost or obligation incurred by attending your free design meeting, up to 2 hours as needed.
STEP THREE: Optional FREE Training
The third step to Protect.LIFE is to get trained! Attend our live seminars and webinars and our self-paced online courses. All training is free and optional, but be sure to attend to get the most out of the estate planning process.
Protect.LIFE is your launchpad for:
- Family Protection
- Asset Protection
- Venture Protection
Does your “estate plan” protect your family? Download our Estate Plan Deficiencies Checklist.
Or, take our short online course, “Do I Need to Update My Estate Plan?“
