Phone Consultation Registration
Consultation Topics
Each consultation is specific to either Personal Insurance or Retirement Savings. If you would like to discuss both topics, please sign-up for two consultations — one for Personal Insurance and one for Retirement Savings.
Registration Steps
- Select a time for the consultation topic (Personal Insurance or Retirement Savings) that you would like to discuss.
- Select a date that works best for your schedule.
- Complete the registration form.
- Check your email for you registration confirmation and mark your calendar.
Consultation Times
Phone Consultation
As a convenience to members, the personal consultations will be conducted over the phone. A consultant will call you at the phone number provided in your registration at the designated time.
Please provide us with an e-mail address that you will have access to and check regularly.
Cancellation
Please e-mail us if you are not able to keep your appointment for any reason.
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