- March 23, 2021
- Posted by: calldcurry
A SAR focuses on key areas of financial stability via income, assets, liabilities, defined benefits, future income, savings and investment accounts, revolving credit, Life Protection and future expenses such as college, extended travel, etc. This review will provide a clearer view of where the client is in their financial picture. With a SAR consultation, we aid in educating on insurance options of protection during the years of importance.