Book A Case Management Call With Louis Lopes

This call is for case management (such as final expense, IUL's, mortgage protection, etc.)

REQUIREMENTS:

  • You Must have already met with this client

  • You Must have completed a financial inventory

    • Current Income of both spouses (even if only 1 is getting coverage)

    • Sources of Income

    • Health Conditions and Medications

    • If they currently have coverage, you MUST have called the carriers to verify it is still in effect, along with the premiums, death benefit, cash value amounts, reduced paid up amounts

  • You Must have completed your google sheet for the cases in its entirety.

  • If a follow up is scheduled with this client, please have the date and time that the follow up is scheduled for