If I want to sit down with a financial security representative, the following information will put me at ease and help me participate actively in the meeting.

What questions should I ask myself before meeting with a representative? What should I do to prepare myself for the encounter? What questions should I ask the representative? The following sections constitute helpful reading in this regard:
 

• What I Should Do Before the Meeting
• What I Should Do During the Meeting
   

When I deal with a representative, both of us will have certain responsibilities and expectations. For more information in this regard, I can consult the following section:
 

• Responsibilities and Expectations