Preparation of Strategy Paper

Incorporating plan completion and research (which is the above mentioned deposit) and the first year monitoring of accounts and cash flows

Incorporating plan review and new cash flow projections and the monitoring of accounts and cash flows. Paid yearly in advance at the start of year 2

Any insurance written by your Insurance Agent or Broker will result in commission or brokerage being paid by the Insurance Company recommended. The range of first year commission payable is 30-30% of the first year premium Ongoing servicing commission is also payable in the range of 5-35% of the annual premium in the second and subsequent years

Volume bonus may also be payable based on the volume of business written by your ]nsurance Agent and may range from 10-65% of the commission paid in the first year.