​
LEGATO
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    • Meeting Legato >
      • Meeting Checklists
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  • Solutions
    • Legato 1/2/3
    • Philanthropy
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    • Mistaken Assumptions
    • Policy Search
    • Will Search
  • Articles
    • Tax Apportionment in Estate Planning
    • Beneficiary Designations and Resulting Trusts Revisited
    • Reviewing A Shareholder's Agreement
    • Part 1: Legacy Gifting Private Company Shares
    • Part 2: Legacy Gifting Private Company Shares
    • 52 Years Young
    • Life Insurance As Fixed Income Plus
    • Smooth Transitions
    • Reduce Estate Shrinkage
    • Take Time For Your Legacy
    • Protect Your GrandChildren
    • Another Asset Class
    • Take Five
    • Inheritance & Taxation
    • Cash Me If You Can
    • Think Wider
    • Succession Planning
    • Legato 3
    • Retirement Income
    • Look Across
    • Lest We Forget
    • Partners In Search For A Cure
Checklists for Legato Meetings
Checklists and agenda. Also, information for parking at Legato's office:

​
First meeting with Legato: Checklist
  • Arrange suitable date, time and location. ​
  • Provide each existing life and critical illness policies to Legato by email or bring to meeting.
  • Bring driver's license for identification. 
  • Take ten minutes to complete Legato's "Getting To Know You" online ​​
    • Or complete the booklet during the first meeting.
Review the Getting To Know You booklet
2022-legato-booklet-v22.pdf
File Size: 622 kb
File Type: pdf
Download File


First meeting with Legato: Agenda
  • Getting To Know You 
    • Bring driver's license and passport for identification.
    • Complete "Getting To Know You" booklet, if not done online.​
    • Discuss any medical history, insurance industry experience and concerns.  
    • Understand family, financial and insurance goals and objectives. 
  • Review Legato 1/2/3 strategies. 
  • Create and commit to action plan.

Legato office in Vancouver:
  • ​Location: 1678 West Broadway, Vancouver, BC - Suite 103.
  • Parking information can be found here. ​

Checklists for Application Meetings:
Equitable Life
Canada Life
Manulife
Sun Life
Copyright 2022 - Legato Wealth Management Inc.

Copyright 2022 - Legato Wealth Management Inc. 

  • Home
  • About
    • Mission & Principles
    • Our People
    • Strategic Relationships
    • Community
    • Learning & Connecting
    • Contact
    • Meeting Legato >
      • Meeting Checklists
      • Parking
      • Review Online
  • Solutions
    • Legato 1/2/3
    • Philanthropy
    • Steps to Legato1
    • Mistaken Assumptions
    • Policy Search
    • Will Search
  • Articles
    • Tax Apportionment in Estate Planning
    • Beneficiary Designations and Resulting Trusts Revisited
    • Reviewing A Shareholder's Agreement
    • Part 1: Legacy Gifting Private Company Shares
    • Part 2: Legacy Gifting Private Company Shares
    • 52 Years Young
    • Life Insurance As Fixed Income Plus
    • Smooth Transitions
    • Reduce Estate Shrinkage
    • Take Time For Your Legacy
    • Protect Your GrandChildren
    • Another Asset Class
    • Take Five
    • Inheritance & Taxation
    • Cash Me If You Can
    • Think Wider
    • Succession Planning
    • Legato 3
    • Retirement Income
    • Look Across
    • Lest We Forget
    • Partners In Search For A Cure