For our Stryde Retirement Program, we do have specific steps to follow in order to best serve our Clients and provide them top notch service coupled with a proprietary service not found anywhere else.
We have outlined the SRP protocol below for your better understanding of the steps required for production.
- Discovery Call
- Followup Call-SRP Discovery Call
- Submission of LUF (Loan Underwriting Form) via Client Card
- Tax Planner Call
- Case Design Call
- Life App
- Collection of Financials
- Final Call with Team and Client
How Do I Book a Discovery Call?
How to Submit a Financial Services Case
Stryde Retirement Program Overview