Advocate-Advantage Situation Analysis
Advocate-advantage meeting. Blake and Chuck completed a webinar meeting with Mark and Dana to complete their advocate-advantage meeting. We opened our discussions really with where each of them are. Dana is in Nevada currently heading to Arizona for a bit. She’ll be there till the end of April. Mark is of course in Washington. What we discussed, and took them through was the whole advocate-advantage presentation. We did education on the JIRAX, and the Griffin, a JIRAX account. A couple of ways that they could set up that account and have it. They do want to move forward with that recommendation and they do want it in the advisory rap account, is how they’d like to have that set up. We are going to prep paperwork. We are going to make it a joint account, TOD. Fifty percent to each of their children as the beneficiaries and we’ll send that off to them.
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In addition, Mark will be liquidating the Vanguard stock, as well to make it part of the JIRAX investment. They have the funds to go ahead and write the check now, so we’ll go ahead and prep the paperwork to get that going. They are in tow locations, so they’ll handle the signatures as needed, perhaps even fax documents to each of them or between each of them, is something that they’ll handle and take care of. We can forward that paperwork immediately though with instructions on who to make the check payable too, etc. We are also to email Mark a copy of the 401(k) allocation recommendation that was on the last page of the plan so he has it handy to go in and make those corrections or the changes, not corrections, but changes to his 401(k)
In addition, Mark will be liquidating the Vanguard stock, as well to make it part of the JIRAX investment. They have the funds to go ahead and write the check now, so we’ll go ahead and prep the paperwork to get that going. They are in tow locations, so they’ll handle the signatures as needed, perhaps even fax documents to each of them or between each of them, is something that they’ll handle and take care of. We can forward that paperwork immediately though with instructions on who to make the check payable too, etc. We are also to email Mark a copy of the 401(k) allocation recommendation that was on the last page of the plan so he has it handy to go in and make those corrections or the changes, not corrections, but changes to his 401(k)