Meeting With Legato
First meeting checklist and agenda. Also, information for parking at Legato's office:
Checklist for the first meeting with Legato
Checklist for the first meeting with Legato
- 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" client information summary here: online
- Or complete the booklet during the first meeting.
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Review the Getting To Know You booklet
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When meeting at Legato office in Vancouver:
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Agenda for the first meeting with Legato:
- 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 or concerns that may impact ability to be insured.
- Define relevant family, financial and insurance goals and objectives.
- Review Legato 1/2/3 strategies.
- Create and commit to action plan.
- e-sign Legato Engagement Letter
Agenda for the second meeting with Legato:
- Review Legato 1/2/3 strategies.
- Review Legato solution alternatives
- Complete application to one or more carriers for approval
Agenda for the settling meeting with Legato:
- Review Legato 1/2/3 strategies.
- Corporate Signing Authority Letter.
- Multi-identification if not in person
- Banking payment information