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Who Needs A Checkup?
Anyone who has experienced a life or financial change such as:

  • Wealth transfer concerns
  • Supplemental retirement needs
  • Purchased a new home
  • Received an inheritance
  • Had a death in the immediate family
  • College funding needs
  • Had a baby or adopted a child
  • Purchased or sold their business
  • Married or divorced
  • Became an empty nester
  • Has an old policy that has never been reviewed
Are you regularly reviewing your client’s, prospects, and orphan’s coverage to make sure it’s keeping up with their lives?
Isn’t it time you began conducting these reviews?
 
We’ve simplified the process of conducting a Financial Checkup with 6 easy steps.
 
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