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 IAM

Internal Agreement Meeting

 IC

Ideal Client(s)

 ICC

Ideal Client Community

 ICI

The Initial Client Interview™

 ICP

Ideal Client Profile

 Ideal Client

A client (often two spouses) who meets specific criteria established by the Trusted Advisor describing characteristics (both qualitative & quantitative) of the client best served.

 Ideal Client Exception

Any Non-Ideal Client who has been granted an exception to the Ideal Client Profile, is receiving complete and full Ideal Client service (The Ten Client Deliverables™, 100% of the Deliverables Checkpoints™, and Truly Comprehensive Financial Services™, and has nevertheless been invited into the Ideal Client community.

 IDM

Initial Discovery Meeting™

 ILEP

The Ideal Life Evaluation Program

 IM

The Implementation Meeting™

 Inner Circle

An application-only group that indicates you are on-track with implementing comprehensive financial services, and you are ready for more advanced content from us.

 IPU

The Initial Progress Update Meeting™

 ITL

Insurance Team Leader