First Time Clients

When choosing to work with John Navin & Associates, our goal is to make certain YOU completely understand the process and where you’re at in it. Here's some information that current clients have found very useful.

Prior to your first meeting with John, you may be wondering what to expect. Below is a sample of a typical first meeting.

WHAT TO EXPECT DURING YOUR FIRST MEETING

When we submit applications on your behalf, we feel it’s very important that you’re updated on the status of transfers and new policies each and every week until they’re complete. Here is one of our tools that John uses with his clients during this process.

APPLICATION PROCESSING

Below is our client process; unique to John Navin & Associates.

To schedule an appointment to discuss your portfolio, please call John at 866-368-9029.



John Navin & Associates—Solid Financial Strategies to Help You Grow.