Congrats on starting your estate planning journey! This workshop is your first step and provides a solid foundation for choosing your plan. To ensure you understand your options and receive your complimentary consultation:
• Watch the entire video by next Monday. (Relax, it’s only about an hour long.) Here’s the link: 7 Hazards to Your Estate Plan Workshop.
• Be sure to write down your 3 Plan Options explained in the workshop.
Our client enrollment specialist, Sarah, will call you next Tuesday to follow up. The call will include a “pop quiz” (hint: your plan options) and then she will book your consultation. She’ll also send you the workshop slides for your review. Of course, if you watch the workshop sooner, feel free to reach out to Sarah before then. You can email her at email@example.com or call (757) 690-2470.