Your first year of adopting The Perpetual Wealth Strategy is an exciting one. You’re on a new financial path, have established a sound pool of resources, and will likely find that many new opportunities present themselves as a result. As you explore investments, family planning, or additional ways in which to use your policy, there are a few To Dos you won’t want to skip. Print this checklist and keep it handy throughout year one to ensure you’re getting the most from your strategy and your Wealth Strategist.
A Wealth Maximization Account is the backbone of The Perpetual Wealth Strategy™