Tags

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Personal Needs:

  • Death before loan/debt repayment can be finished
  • Spouse outliving a life only pension plan
  • Death before reaching personal goals
  • Retirement funding for spouse, child’s education
  • Tax-free income
  • Disability Insurance
  • Long-Term-Care Insurance

Family Needs:

  • Death of a primary income earner
  • Final expenses
  • Dependent income
  • Education
  • Family goals
  • Support of parents
  • Wealth transfer/preservation

 

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