Jen Falepapalangi

Book a call with me:

Working with us is simple and easy. We work through 4 simple steps with our clients to help them alleviate the uncertainty around their Financial Security:

1. Define core values and vision.

2. Highlight risks which could prevent them from reaching their goals.

3. Create a customized written plan to guide their financial decision making.

4. Stay in touch regularly to review customized plans as family and/or business evolve throughout life.

We look forward to partnering with you!

Company Overview

For individuals wanting more information about why they should join OIC.

15 minutes

View details

3 WAY CALL (Internal Use ONLY)

This is for agents who need assistance with 3-way calling potential business partners.

15 minutes

View details

ANNUAL REVIEW FOR CLIENTS

It’s time for a yearly annual check up! Things we will go over:Life changes in the past yearUpdate personal informationUpdate beneficiariesReview yo... Read more

30 minutes

View details

PERSONAL FINANCIAL REVIEW

Please complete the Homework below and learn about indexed growth tax-advantaged strategies before our next meeting. The resources are very info... Read more

1 hour

View details

GAME PLAN INTERVIEW

Welcome New Business Partners!This is for NEW BUSINESS PARTNERS coming on board to do a Game Plan on how we can assist you to achieve your goals.Look ... Read more

30 minutes

View details

RETIREMENT/PENSION APPOINTMENT

Welcome! I am here to serve and educate you about your state pension and retirement options.

30 minutes

View details

BUSINESS PARTNER CHECK-IN

BUSINESS PARTNER CHECK-INTraining and/or accountabilityYou are in Business for yourself, Not by yourself!

30 minutes

View details