 Find out how Everest works at time of need
1 Welcome to Everest ...
You will receive a "Welcome Call" from an Everest Advisor
2 Your Everest Welcome Package ...
Everest sends you your Welcome
Package, including the Planning Guide and 10
Key Decisions for your review and completion
3 Complete your Planning Guide one of two ways...
Do-it-yourself -Complete the Planning Guide at your leisure
and simply mail your completed Planning Guide to Everest. Remember, Everest’s Advisors
are available 24 hours a day, 7 days a week to answer your questions
OR
We can help you - Schedule a planning conference with an
Everest Advisor and the Advisor will complete your plan over the phone with you
4 Your Wishes are recorded
Everest will use your completed Planning Guide — or planning
conference — to create your “My Wishes” plan
Your “My Wishes” plan
is entered into our secure data vault
5 Receive your “My Wishes” plan...
Your “My Wishes” plan will be sent to
you for your reference. Your Planning Guide will also be returned to you
Additional copies of your “My Wishes”
plan can be mailed out at your request
You can change your “My Wishes”
plan as often as you wish at anytime at no charge to you
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