This call will be billed against your monthly retainer amount.
Client Advisory (In-Person)
This in-person meeting at one of our three office locations will be billed against your monthly retainer.
LA Apps Paramed Appointment
At Home or Business (Client's Discretion)
Initial Consultation (In-Office)
Please choose from one of our 3 locations.
Strategy Session (Follow Up Meeting)
In-office only.
Implementation Meeting
In-office only.
Speaking Engagement/Event
Charged by the hour. If event is more than one hour, please select number of hours in quantity field.
Life Insurance 401 - Advanced Planning (Online Course)
- 10. min. lesson on Life Insurance
- Investment-Grade Life Contract (with Illustrations)
- Life Insurance: Best Investment in Your Portfolio
- Case Studies