The MDM Process
Discovery Meeting
The Discovery meeting is an in-depth 2-hour sit-down between you and our team.
It is very educational in nature as we lay the foundation for the work ahead.
We'll review the 'homework' you provided beforehand, walk through your current lifetime plan elements, agree a set of ground rules for the work we'll be doing, and talk about products and strategies we can and can't use in calculating your L-FOB (Lifetime Financial Outcome Benefit).
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Still A Bit Unsure?
Let us know what you're thinking, what questions you have, or what you're struggling with. We'll be in touch to be sure you are able to make a fully informed decision about us.
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