Service Engagement Agreement

This Service Engagement Agreement outlines the scope of insurance services provided to you and our mutual responsibilities throughout the process. You acknowledge that any calculations, projections, advice, and recommendations given will be based on the information you supply, and that actual results may vary due to various factors.

Developing your insurance plan requires an ongoing review and needs analysis to ensure it aligns with your goals and priorities. Any changes to your personal or financial situation, such as marital status, employment, or health, should be communicated promptly to make necessary adjustments.

Our commitment is to create a plan and offer recommendations that reflect your goals, while also regularly reviewing and updating it as needed. The success of this partnership relies on both parties fulfilling their responsibilities and maintaining open communication.

Mutual Responsibilities

Client Responsibilities:
1. Provide Cephas Global Services with the necessary information to carry out the agreed-upon services.
2. Keep us informed of any changes in your personal or financial circumstances that may affect your insurance plan.
3. You may follow our recommendations or seek alternative options to achieve your objectives.

Our Responsibilities as Your Advisor:

1. We will inform you of the necessary information required for both the initial and ongoing insurance planning processes.
2. We will offer professional advice tailored to your financial situation as outlined in this agreement.
3. We will exercise sound professional judgment and always act in your best interest.
4. We will proactively coordinate the services needed to implement your action plan.