Book An Annuity Help Call With Louis Lopes

This call is ONLY for annuities. Please plan for approximately 2 hours.

REQUIREMENTS:

  • You Must have already met with this client

  • You Must have completed a financial inventory

    • Current Household Income

    • Current Assets (Cash in Bank, Savings, Investments, etc.)

    • Current amount of life insurance

  • If they have a current annuity, you need the details regarding that annuity (amount, when they got it, type (qualified/unqualified), free withdraw percentage, performance of previous years, fee for early termination, etc.

  • Due to the nature of these appointments, after selecting a time, these appointments MUST be approved by Louis