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Review of members family financial protection plan to assist in determining if it meets their current and projected needs.
Forecaster Needs Analysis
Planning for Family Needs in the event of Death - College Funding - Retirement - Long Term Care - Income in the event of Disability
Policy Anniversay Review
Retirement Needs Analysis
Initial Planning - review goals
Knights of Columbus Income Armor- protect your paycheck to ensure family income continues if you become disabled.
Working session to understand the needs and solutions specific to your situation and outline your family financial safety plan. Initial meeting (2 hours)
Mon8:30am - 8:30pm
Tue8:30am - 8:30pm
Wed8:30am - 8:30pm
Thu8:30am - 8:30pm
Fri8:30am - 8:00pm
Sat9:00am - 6:00pm
**LEFT VOICEMAIL**Charles G - Oct 20, 2017
Joe was great. He is very knowledgeable and our meeting was quite informative. Good to have been able to work with him.
Osmond Batania Kabah - Apr 7, 2017
Excellent presenting of Knight of Columbus insurance package and policies are very good.I recommend that every Knight and family should benefit from such opportunities.