During this home visit, you will meet with Ken. He will share with you different financial products based on your current needs. This initial visit is designed to help you better understand your options and to leave you with information that will guide you in making a better financial decision for you and your family. At no point during this visit will you be asked to purchase anything.
You will then be given time to review the information. On a later date, he can return to help answer any questions you may still have.
Once we receive this tentative home visit, we’ll call you to confirm your appointment and make sure that the system hasn’t double booked Ken or you’re out of his coverage area.
Ken looks forward to meeting you,