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Discovery Session

45 minutes
πŸ“… Discovery Session with Your Insurance Expert β€” Lori C. Watson

Join us for a personalized Discovery Session with your Insurance Expert! During this appointment, we’ll:
βœ… Discuss your coverage needs
βœ… Answer any insurance and financial planning questions
βœ… Tailor a plan to help secure your financial future

πŸ“ Important Booking Details:

Please choose a preferred date and time for your appointment.

If married or in a partnership, we require both you and your spouse/significant other to attend this session.

Before confirming, ensure both schedules align, as cancellations may affect availability for other clients.

Once ready, click β€œConfirm” to finalize your appointment. A confirmation email with all details will follow.

πŸ“Œ Vitality Wealth Solutions No-Show & Cancellation Policy

To be fair to all clients and respect our time:
Cancellations require at least 24 hours’ notice.
No-shows or late cancellations (within 24 hours) will be subject to a $25 rescheduling fee.
Paid consultations are non-refundable in the event of a no-show or late cancellation.
To cancel or reschedule, contact us at 309-391-5632 or info@vitalitywealthsolutions.com.

πŸ’» If meeting via Zoom:
Join via this secure link:
Meeting ID: 309 391 5632
Please join 5 minutes before your appointment.
Best viewed on a Computer, Laptop, or Tablet. A smartphone is acceptable if other devices are unavailable.

Have a pen and paper ready for notes.

πŸ“† Scheduling Note:
The calendar is open for appointments up to 6 days out from today. If no suitable times appear, please check back later or call us directly at 309-391-5632 to make arrangements.


We look forward to connecting with you!

Lori C. Watson
Founder & CEO
Financial Literacy Coach/Insurance Broker
Vitality Wealth Solutions LLC
C: 309.391.5632
Life | Health | Retirement | Income & Mortgage Protection | Final Expense

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