08/10/2026
What Proper Financial Wellness Plan looks like 👍
I was given a $250 budgeting recently for financialplan. After getting to know their financial needs here's the plan I put in place for them:
1. Permanent protection plan
2. Living Benefits -Critical Illness
3. Disability Insurance
4. Health plan.... didn't want dental
The client was happy with this construction then decided to invest with me and with $200 we started a retirement savings plan and Tax Free Savings Account.
Initially, the client thought I was going to invest $250 for life insurance so they can be making withdrawals in the future.
This is what they've heard from other agents and by the time I provided them the right education 👏 they understood and appreciated my approach!