Contact 1911
Start with the objective.
Discuss an existing policy, a planning need or an opportunity to collaborate.
Let’s begin
A clear first conversation.
Briefly describe your role, the general planning objective and the best way to reach you. Whether you are an advisor or a policy owner, that is enough to begin.
Email the teamOpens your email app with Jason and Beth as recipients. Send a general introduction first; the team can arrange the appropriate method for exchanging policy or medical records.
Before we connect
Common questions.
Can my existing advisors remain involved?
Yes. 1911’s approach is built around coordination with the client’s existing attorneys, CPAs, RIAs and insurance professionals.
Do I need to know which strategy I want?
No. Start with the planning objective or the question you want to resolve. The initial conversation can establish the scope of an appropriate review.
What should I send initially?
Your name, business role if relevant, contact details and a brief description of the planning question. Discuss how to provide any sensitive records with the team before sending them.