OUR PROCESS
Insurance Advisors Of America
Insurance Advisors Of America helps individuals, families and businesses on ways to grow their wealth and achieve their financial goals. Through our five-step process, we will explore the options currently available to you and build a custom wealth plan designed for your unique situation.
IDENTIFY
Discover your needs in life and identify future goals. Explore and discuss uncommon financial strategies that fit your unique situation.
DESIGN
From our findings, our advanced wealth design team and I will craft a customized wealth plan for you and your family entitled, Your Personal Wealth Report; outlining areas for improvements and tax diversification.
DEVELOP
After the detailed presentation, there may be an area where more time will need to be spent based upon your level of understanding. This step assures your certainty and confidence with the custom wealth plan and allows for any adjustments to be made – if necessary.
IMPLEMENT
Once your confirmation and signature is in place, your plan gets sent to our back office for a thorough review. All medical exams, insurance contracts, redirecting activities, and other necessary steps are completed to set your wealth plan into action.
REVIEW
On your anniversary date (date policy became effective), we will schedule an annual review to go over your plan; making sure you are on pace with the goals we established in prior discussions. This meeting is also meant to assess your current situation to see if anything has changed.
DISCLAMER
TO THE EXTENT THAT THIS WEBSITE CONCERNS TAX MATTERS, IT IS NOT INTENDED OR WRITTEN TO BE USED, AND CANNOT BE USED, BY A TAXPAYER FOR THE PURPOSE OF AVOIDING PENALTIES THAT MAY BE IMPOSED BY LAW. EACH TAXPAYER SHOULD SEEK INDEPENDENT ADVICE FROM A TAX PROFESSIONAL BASED ON HIS OR HER INDIVIDUAL CIRCUMSTANCE.
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THE INFORMATION AND COMPARISONS THAT MAY BE PRESENTED ON THIS SITE AND ANY PRINTABLE FORMS ARE NOT SECURITIES-RELATED AND THE TOPICS PRESENTED DO NOT PARTICIPATE IN THE STOCK MARKET NOR ARE THEY STOCK MARKET INVESTMENTS. ANY GUARANTEES ARE BACKED BY THE CLAIMS-PAYING ABILITY OF THE INSURANCE COMPANY AND ARE SUBJECT TO CHANGE. THE REAL LIFE CASES PRESENTED ARE FOR INFORMATIONAL PURPOSES AND ILLUSTRATIVE PURPOSES ONLY. THEY SHOULD NOT BE DEEMED A REPRESENTATION OF PAST OR GUARANTEE FUTURE RESULTS. THE CASES DO NOT REPRESENT ANY SPECIFIC PRODUCT, NOR DO THEY REFLECT SALES CHARGES OR OTHER EXPENSES THAT MAY BE REQUIRED FOR SOME POLICIES. NO REPRESENTATION IS MADE AS TO THE ACCURACY OF THE ANALYSIS. ALL INVESTMENTS INVOLVE VARYING LEVELS AND TYPES OF RISKS. THESE RISKS CAN BE ASSOCIATED WITH THE SPECIFIC INVESTMENT, OR WITH THE MARKETPLACE AS A WHOLE. PLEASE SPEAK WITH A QUALIFIED ADVISOR ABOUT THE RISKS AND YOUR PERSONAL SITUATION.