We are excited to invite you to our upcoming Education Event: Your Journey to True Insurance Confidence.

The Client First Insurance Team understands that navigating your insurance policies can feel overwhelming. That’s why we are committed to helping you financially prepare for life’s inevitable inconveniences with a strong, holistic insurance plan. Let us help you steer clear of confusion and provide you peace of mind before the unexpected strikes.

This event will provide a roadmap to help you understand how insurance fits into your overall TrueHolistic® financial plan. We'll walk you through each step of the process, ensuring you have the right coverage at the right price.

Here's what you'll discover on your journey to Insurance Confidence through the True Policy Review:

• Starting Point: Assess- Review the individual coverage needs of our clients.
• Milestone 1:  Educate - Explain the current policy coverage, and address areas where our clients may be underinsured.
• Milestone 2: Strategize - Discuss solutions that align with our clients budget and financial goals.
• Milestone 3: Illustrate – Present our clients with a clear and concise insurance proposal.
• Milestone 4: Execute – Implement the new or revised insurance policy for our client.
• Final Destination: Ongoing Partnership – Your Trusted Shield.

This Presentation is part of our FREE Education Series. View more >

We help people secure the financial confidence they deserve.

This presentation is for informational and educational purposes only and should not be used to make investment decisions. All images are for illustrative purposes only. Full disclaimers, disclosures, and terms of use can be found here. Clients of Client First Investment Management, LLC may maintain positions in the securities discussed in this presentation. Client First Investment Management, LLC is a SEC registered investment advisor.