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 values. After gathering these crucial details about you, we will transition to an educational setting to answer your questions and provide further insight about the requested consultation. After capturing a complete profile of your current financial position and where you want to be, we can move on to preparing and implementing an optimal financial plan.

Step 2: Strategy

Step 2


During this piece of the process, we present the financial strategies and solutions to your goals, concerns and vision. We mostly focus on educating our clients about each moving part of their financial wheelhouse and how it will operate in their financial plan. We will also 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 strategies that are applicable to your situation based on your goals and your financial situation. These proposed strategies will be laser-focused on providing maximum performance for your goals.

Step 4: Review

Step 4


Our annual reviews will be centered on making the necessary adjustments to your financial plan and seeing if there is any room for improvement. 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 and families with customized and tailored policies. Our team of North Carolina life insurance consultants works 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 the final purchase, our dedicated life insurance consultants 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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