Checklists for Legato Meetings
Checklists and agenda. Also, information for parking at Legato's office:
First meeting with Legato: Checklist
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.
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Review the Getting To Know You booklet
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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.
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Legato office in Vancouver:
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Checklists for Application Meetings:
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