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PEAK APPOINTMENT PROCESS

The Peak Appointment Process consists of multiple meetings that aim to provide clients with insight and clarity in preparing for a safe, secure, and enjoyable retirement.

Appointment Prep & Meeting Documents

Prior to the 1st appointment, you will create the 1st Appointment Folder and prepare all the forms and materials you will need to conduct your multi-meeting process.

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Contact Your Wholesaler Today or the Peak Team at 866.919.1105.

Financial professionals are ultimately responsible for using any materials or sales strategies presented by Dan Ahmad, Jim Files, and Peak Financial Freedom Group, LLC (PFFG). Financial professionals should ensure they adhere to the applicable state regulations and current approval policies concerning the use of any of the materials and/or strategies of the carriers they represent and their broker-dealer and/or registered investment adviser, if applicable.

Some coaching opportunities and accompanying materials may include sales concepts that require an active registration with a broker-dealer or registered investment adviser to implement.

For financial professional use only - not for use with the general public.
 

TS240260-0325

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