Live your retirement... your way. The AssessBEST process is designed to live life your way, knowing that the "Best Interest” recommendations provides a path to guaranteed retirement income forever, plus recommendations regarding your protection and wealth transfer goals while accumulating wealth in a safe tax advantaged manner... that's your way.
The first step would be acting as any professional would. That involves making sure that we do more listening than talking. You see, this is your plan based upon your circumstances and your goals and dreams of the future. We will assess your current and future guaranteed income. We will place that number alongside your essential needs and expenses. Then, we will listen to your dreams and the timetable for completion. And, of course, the costs/investments associated with those dreams. We willtake a look and see if we have an income shortfall.
We also want to make sure that you feel comfortable and protected in the event of a long term care affliction, a chronic illness as well as critical illness scenarios. Of course, we want to make sure that we have "dream completion" in place. In other words, if you were to pass away prior to the dream being realized, a thoughtful life insurance policy can guarantee that your dreams will come true.
Many times people chuckle when we mention wealth transfer. Some clients feel as though their potential nest egg to be passed down is so small that it doesn't warrant the term "wealth". Well, we beg to differ. It is a fortune - it is not just what you have earned that needs to be passed down, but also what you have learned. Through AssessBEST, we will show you the most tax effective way to hand that money down in guaranteed fashion.
Finally, after your discussion, your AssessBEST Safe Money Rep will head "back to the workshop" and craft a recommendation. An appointment will have already be calendared to discuss your plans, address your "worry buckets" and attack all in the order of priority that you gave during the assessment meeting.
So, AssessBEST is, for many people, the start of their retirement planning road map. For many, we consider it a maintenance plan to make sure we keep you safe in in the proper "retirement lane." And, for most AssessBest clients, this plan will be reviewed, altered, amended or "signed off" on during our regular periodic reviews.
AssessBEST… asking questions, getting thoughts and providing individual "best Interest " recommendations so that you can live your retirement... your way.
Until next time... good selling!