Perennial Pride Engagement Options
| Account only | Proactive Lite | Proactive Full Check-up | Proactive Core | Proactive Retirement | |
|---|---|---|---|---|---|
| Review strategies for IBC, Life Insurance, Disability, Annuities |  | | | | |
| Service accounts annually | | | | | |
| Annual CIQ/MAP Planning (establish priorities) | | | | | |
| Access to Virtual Family Office (PPP delivers on priorities to VFO action) | | | | | |
| Access to Proactive Coordinator to connect with experts | | | | | |
| Conduct holistic review of all areas of financial life (i.e. protections, wealth building) * see appendix for details - Includes 4-6 meetings over approximately 3 months | | | | ||
| Delivery of analysis, strategies and recommended actions | | | | ||
| Access to additional hourly sessions as needed | | | | ||
| Bi-annual meetings to review priorities and performance against goals | | | |||
| Investment management | | | |||
| Access to planning tools (e.g. Rightcapital, Currence) | | | |||
| Free educational sessions on various topics of wealth building (e.g. advanced tax strategies, asset protection) | | | |||
| Credits to use for separate consultations | Can request hourly sessions | 4 hours | 4 hours | ||
| Exclusive monthly newsletter on new opportunities | | | |||
| Retirement Income and withdrawal strategy development | | ||||
| Social Security strategies | | ||||
| Medicare/Healthcare costs strategies | | ||||
| Wealth Transfer strategies | | ||||
| Annual Rates | |||||
* Charged for each review as requested
Appendix
Insurance Needs analysis (assets, income, life)
Estate Planning
Privatized/Family Banking
Cash flow analysis
Tax awareness and optimization strategies
Equity Investment Management
Risk Profile Assessment
Debt/mortgage Assessment
Tax Efficient/Alternative investments
Proactive tax planning
Charitable giving strategies
Real estate investing
Net Worth statement
College funding
Business financing/protection
