The RetireSHIELD™ Client Engagement Cycle

In this episode of RetireSHIELD™ TV, Casey A. Marx walks his viewers through the RetireSHIELD™ Engagement Cycle where he first meets with the clients to understand the own unique needs in the “Relationship Visit,” he then looks at their portfolio for threats or gaps at the “Diagnostic Visit” and provides solutions, and lastly Casey provides his clients with their own Personalized RetireSHIELD™ Plan at the “Plan Delivery.”