The simple eight-step program starts by explaining the way each plan works and ends with actual personal value comparisons. As you move through the transfer decision process, check off the steps you have completed. For best results, follow the recommended order. Put all correspondence relating to the transfer decision in this folder for convenient review. This will be mailed to your home address.
Some people like to watch the video first, others like to read through the booklet first.
Become familiar with the transfer decision modeling software. Become familiar with the kinds of things the software will compare. This letter will be mailed to your home in April 2000. It contains information necessary for input into the modeling software or for use during phone consultations. Model your personal situation with the software.