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. 

  1. Discovery Call 
  2. Followup Call-SRP Discovery Call
  3. Submission of LUF (Loan Underwriting Form) via Client Card
  4. Tax Planner Call
  5. Case Design Call
  6. Life App
  7. Collection of Financials
  8. Final Call with Team and Client

See also: 

How Do I Book a Discovery Call?

How to Submit a Financial Services Case

Stryde Retirement Program Overview

Stryde Loan Underwriting Form for SRP