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Discovery Session with Your Insurance Expert β Lori C. Watson
Join us for a personalized Discovery Session with your Insurance Expert! During this appointment, weβll:
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Discuss your coverage needs
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Answer any insurance and financial planning questions
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Tailor a plan to help secure your financial future
π 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 βConfirmβ to finalize your appointment. A confirmation email with all details will follow.
π Vitality Wealth Solutions No-Show & Cancellation Policy
To be fair to all clients and respect our time:
Cancellations require at least 24 hoursβ 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.
π» 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.
π 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