infographics : Year 1 Best Practices for The Perpetual Wealth Strategy

Year 1 Best Practices for The Perpetual Wealth Strategy

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Year 1 Best Practices for The Perpetual Wealth Strategy

Snapshot

why?Learn about the to do’s you won’t want to skip during year 1 of adopting the Perpetual Wealth Strategy.
how?Through keeping important activities in mind as you explore investments, family planning, or additional ways to use your policy.
what?Infographic and printable checklist to ensure you’re staying on track and getting the most out of your strategy.

Details

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.