To make sure you receive the free Kids Protection Planning Guide, follow the steps below.
Step 1. Check Your Email
Go to the inbox of the email address you just used to request the free report. If you do not see the email, wait 2-3 minutes and then check your spam folder. Please call us if for any reason you do not receive the email.
Step 2. Open The Email
Find the email that we just sent to you with your name in the subject line. Open the email and start reading the report. Over the next few days, we will be following up with a few additional helpful emails.
Step 3. Schedule With Us
Once you have read the report (or even if you haven’t), schedule your Family Wealth Planning Session to get started. You will start to feel at ease knowing you are doing the right thing by your family!