Our Process

Step 1: Discovery

Step 1


The first step in our Milestone Process is getting to know who you are, your financial situation, and your goals. After gathering these crucial details about you, we will transition to an educational setting to answer your questions and provide further insight about potential solutions. After capturing a complete profile of you we can move on to preparing an optimal solution.

Step 2: Strategy

Step 2


During this piece of the process, we present the potential financial strategies and solutions to your goals, concerns and vision. Our primary focus is educating our clients about the potential solutions and how they will operate within their financial wheelhouse. We will also gather and submit any necessary documentation to get real illustrations designed specifically for your financial situation.

Step 3: Implementation

Step 3


During this step in the process, we will be focused on reviewing real strategies and solutions that are applicable to your financial situation. The proposed solutions will be laser-focused on providing maximum value and performance.

Step 4: Review

Step 4


Our annual review will be centered on making the necessary adjustments to your financial plan and seeing if there is any room for improvement or modification. We understand that life happens and that our goals change. But no matter the circumstances, we promise always to provide an optimal alternative.
  • Introduce You To Our Team
  • Discover Your Financial Goals
  • Analyze Your Current Situation
  • Present Financial Strategies
  • Develop A Course Of Action
  • Implement The Financial Plan
  • Deliver Finalized Estate Plan
  • Ensure Assets Are Accessible
  • Minimize Federal & State Taxes
  • Make Adjustments
  • Review Goals
  • Track Progress
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About Matador Insurance Services

Since 2021, Matador Insurance Services has been providing individuals, families, and business owners with customized and tailored solutions. Our team of insurance advisors work diligently to deliver them with the financial protection they need.

We aim to simplify life insurance and annuities by working directly with our clients throughout the entire process. From the first consultation to annual reviews, our dedicated insurance advisors will be there for you.

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Ready To Speak With A Life Insurance Consultant?

Reach out to Matador Insurance Services, and we will provide you with the information and resources you will need to get started.

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