Step 1: Schedule Meeting

Step 2: Complete Fact Finder

Step 3: Complete Product Suitability

Step 4: Draft Proposal and Confirm Next Steps

Step 5: Follow-up as Needed

Step 1: Coplete Application

Step 2: Obtain Signatures

Step 3: Submit Application

Step 4: Submit Outstanding Requirements (as needed)

Step 5: Confirm Application Received in Good Order

Step 1: Complete Service Request Form

Step 2: Obtain Signatures

Step 3: Submit Service Request to Carrier

Step 4: Confirm Received in Good Order

Step 5: Confirm Service Request Complete

Step 1: Confirm Policy Issued

Step 2: Confirm Policy Sent

Step 3: Confirm Receipt of Policy

Step 4: Schedule Policy Delivery Appointment

Step 5: Deliver Policy

Step 6: Complete Delivery Requirements

Step 7: Update Client Information (as needed)

Step 1: Prepare 1035 Exchange Form

Step 2: Request Supporting Documents from Client

Step 3: Obtain Signatures

Step 4: Submit 1035 Exchange Request to Carrier

Step 5: Confirm Request Received in Good Order

Step 6: Confirm Funds Sent from Transfer Source

Step 7: Confirm Funds Received

Step 8: Finalize and Complete Transaction Status

Step 1: Schedule Appointment

Step 2: Verify and Update Contact Information (as needed)

Step 3: Confirm Appointment

Step 1: Confirm Appointment

Step 2: Provide Follow-up Materials (as needed)

Step 3: Complete Appointment

Step 4: Schedule Additional Followup (as needed)

Step 5: Record Meeting Notes

Step 1: Confirm Date and Time of Seminar

Step 2: Confirm Venue Details

Step 3: Pull RSVPs

Step 4: Confirm Catering Order (if needed)

Step 5: Prep Event Materials