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Planning to achieve life's goals
Clients rely on you to help them protect and create wealth. Life insurance is an asset that can help them accomplish goals throughout their lives because it can offer much more than financial protection. Use this handy playbook to help clients through the planning process.
Topics covered include:
- Temporary coverage thats affordable
- Weatlh accumulation for living life
- Supplemental retirement income
- Wealth transfer aqnd legacy planning
- Long-term care expense protection
- Business protection
- Meeting financial goals wiht a global prospective
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