Preliminary Viewpoint

The LifeStep Process is designed to capture opportunities for entrepreneurs with at least $25 million of net worth and at least $2 million of annual personal/corporate taxable income.

Please complete and submit this Preliminary Viewpoint to begin The Discovery Process, the first stage of The LifeStep Process. It takes about five minutes to provide some high level information about the client's current situation. We also ask for a Client Alias to conceal the identity of the client at this preliminary stage.

We will review the information and contact you within three business days to discuss the opportunities that The LifeStep Process may achieve and risks it may reduce based on the financial strengths of the client's current situation.

If the potential benefits of The LifeStep Process are positive, we proceed to The Strategy Builder stage where we design a complimentary insurance-based estate tax plan that we will present in person for further discussion and evaluation.

1. Contact Information *This question is required.

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Preliminary Viewpoint

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