ࡱ> FΡ;t։멧؂JFIFddDucky<Adobed       WH!a1Qr3Ss4Aq2#U1!AQqa2BR" ? \FoM݅+ 3zn)X(QwaJBޛ V fRP7•Ƿ4F Q32 T,* @QtOc-׻w˗{hgWmQnJ4U ҁWP*J GmĹcWrpo hmb/{ebb4+!B+!B+!E/&Z).}D\ )h-b/{edf+PPTBBR )߸%ǻ˗Z+[ޣ+&.J4*(U(PP!?QTo̱mCz!vY5B1FF8` ַ{lϚ{{}3.vieI=ppZ=d-gG_[=+$phQpą93L-RbxբT?e ( `/ 0DArialChancerypptF0"DApple ChancerypptF0B@ .  @n?" dd@  @@`` 80P)i.  (~ebjlgx !"#$%&'(/X$R$Ρ;t։멧؂ 0AA f___Wȳq3www##P@; ʚ;ʚ;w4KdKd`F0v$p/ ppe<4dddd<@0pt <4BdBd<(A0pv0___PPT10 ;;6___PPT9{?  %                           /P !"# $ %   0` 33` Sf3f` 33g` f` www3PP` ZXdbmo` \ғ3y`Ӣ` 3f3ff` 3f3FKf` hk]wwwfܹ` ff>>\`Y{ff` R>&- {p_/̴>?" dd@,|?" dd@   " @ ` n?" dd@   @@``PR    @ ` ` p>> PH(    6<  `}  T Click to edit Master title style! !  0(”  `  RClick to edit Master text styles Second level Third level Fourth level Fifth level!     S  0Ȕ ^ `  X*  0 Δ ^   Z*  0Ҕ ^ `  Z*t  N___޽h ?"` 3380___PPT10.T Default Design0 zrp (  p p 0 .   P*   p 0 2 .  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Leist, Chief Executive Officer'' l <|\H Y May 7th, 20090 >F  l n l 03"`p l C @A(PresentationBanner2  l H WȳqX?Strategic Financial Services, LLC Times New Roman"`PVpF   l `B  l 0DԔ00  l Hܦ##P"` Z$Today s Discussion##P  l 0 : 2   l 0H |JSecurities offered through Cadaret, Grant & Co., Inc. - Member, FINRA/SIPCK 2Kt l Nwww޽h ?"` 33___PPT10i.T+D=' = @B + 0    - k(     0F    n ! 03"`p " C @A(PresentationBanner2  # H WȳqX?Strategic Financial Services, LLC Times New Roman"`PVpF  ) `B * 0DԔ00 + Hw##P"` Z$Today s Discussion##P , 0w : 2  - 0wH |JSecurities offered through Cadaret, Grant & Co., Inc. - Member, FINRA/SIPCK 2Kt  Nwww޽h ?"` 33___PPT10i.T+D=' = @B + 0   0 8   (   08  y n x  03"`p w  C @A(PresentationBanner2  u  H WȳqX?Strategic Financial Services, LLC Times New Roman"`PVp  0d(   \Our Role Establish client objectives & constraints Structure an investment & financial planning program that will allow the client to safely achieve their goals Regularly review progress versus the client s goals | y)6 ##P##P##P4##PF    `B   0DԔ00   H$##P"` KStrategic Partnership##PB8  l~   l ~ 2   Hfv @ " ` l~     B }   Relationship Manager Client VZB   s *D  t  N___޽h ?"` 33___PPT10i.T+D=' = @B + 0   h  (  h>F  h n h 03"`p h C @A(PresentationBanner2  h H WȳqX?Strategic Financial Services, LLC Times New Roman"`PVp h 0D}(   x Our Role Answer telephones Maintain meeting calendars for relationship managers Schedule all appointments Confirm appointments one day prior to the meetings Coordinate file preparation for meetings Coordinate travel Type and process follow-up letters R  ##P##P##PF  h `B  h 0DԔ00  h H##P"` KStrategic Partnership##PF lN  h l ~ 2 h Bfv @" `lN 2N   @  h   @  h <  @  6Relationship Manager Client Administrative AssistantV7TB h c $D  TB h c $D  t h N___޽h ?"` 33___PPT10i.T+D=' = @B +0 .& }H0 V(  HD" pH  Dwfv @?PS<P" j ,$@0 B  qH <$ wr ,$0 SFinancial Planning Department 8 l KHl`B H 0DԔ00 H H##P"`l HFinancial Planning##P>F  H n H 03"`p H C @A(PresentationBanner2  H H WȳqX?Strategic Financial Services, LLC Times New Roman"`PVp JH 0P"`$  4The Planning Process Confirm client objectives & constraints Take inventory of the client s financial position Reconcile goals with financial inventory Meet with the client s outside advisors (attorneys & accountants) Develop a comprehensive plan Implement plan Review plan periodically to make sure client goals are on track to being met HR##P##PS##P rH <ԯ9   SClient & Relationship ManagerF lN  uH l ~ 2 vH B##Pv @" `lN 2N   @  wH   @  xH <P  @  6Relationship Manager Client Administrative AssistantV7TB yH c $D  TB zH c $D  z |H S  B,$D0t H N___޽h ?"` pHvH|H 33e ] ___PPT10= .T+')D' = @B D\' = @BA?%,( < +O%,( < +D' =%(%(D' =%(D@' =A@BB BB0B%(D' =1:Bvisible*o3>+B#style.visibility<*pH%(D' =-o6Bdissolve*<3<*pHD@' =A@BB BB0B%(D' =1:Bvisible*o3>+B#style.visibility<*qH%(D' =-o6Bdissolve*<3<*qHD3' =4@BB BB%(D' =1:Bvisible*o3>+B#style.visibility<*|H%(D' =-o6Bdissolve*<3<*|H+p+0+pH0 ++0+qH0 + 0 }@aPu(  P>F  P n P 03"`p P C @A(PresentationBanner2  P H WȳqX?Strategic Financial Services, LLC Times New Roman"`PVp 'P <"`` jp  $Insurance Process Determine contingency plan needs Evaluate current program & policies Strengthen program & fill gaps Provide administrative support Monitor policies R##P##P##P (P 0x"`  jProducts Term life Whole life Universal life Survivorship life Disability income Buy/sell funding Retirement funding Business expense Critical illness Long-term care Group life Group disability Group LTC \  ##P##P##P##PF  *P `B +P 0DԔ00 ,P H##P"` ? 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