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Our free gift to you.

How the process works: 7 Simple Steps

If you choose Strategic, this is how the process works.

Step 1:

Decide on the appropriate annuity strategy

Explanation: Through meetings and conversations, you and Strategic will find the right annuity or insurance policy that fits your needs and accomplishes your goals for both you and your family.

Step 2:

Decide on appropriate funding of annuity strategy

Explanation: You and Strategic will make a decision if transferring an older annuity or insurance policy....or if funding from another source is in your best interest.

Step 3:

Fill out and sign paperwork

Explanation: Strategic will meet with you personally and walk you though every step and every page of this process.

Step 4:

Overnight paperwork

Explanation: After the paperwork is explained in full and signed by you, Strategic will overnight it for you to the receiving insurance company and oversee the entire new contract process.

Step 5:

Contract Delivered & Receipt Signed

Explanation: Strategic will personally deliver your new policy contract and answer any additional questions that you may have. Strategic will then fax your signed and dated receipt to your new insurance company, follow up with them, and oversee all additional details.

Step 6:

Free Look period begins

Explanation: Depending on your resident state laws, you have a specific period of time (usually 30 days) to review your new contract and receive a full refund, if you choose and for any reason, during that period of time. Strategic will be available to you during this period to answer any questions and concerns that you may have.

Step 7:

Annuity contract officially begins

Explanation: After the free look period, your policy officially starts working for you to achieve the goals we have targeted, and Strategic happily welcomes you to our family.

Look for the Strategic Hybrid in your area!