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Documents Rocket lawyer Make a Will Month

1. National Make a Will MonthRocket Lawyer™ survey reveals a majority of Americans do not have a Will. During Make a Will Month everyone can make a free legal Will with…

Documents Reinventing Your Retirement New Realities For New Challenges For Clear View

1. Reinventing Your Retirement PA0000.029.0405New Reality, New Challenges Transition Assistance Plan TIPS for Salem WorksMay 18, 2009 Steve Stanganelli, CRPC®, CFP® Member,…

Documents Strategies for Protecting Your Business

1. A Business Life Insurance and Estate Planning Guide 1 2. Business owners don’t plan to fail… Often, they simply fail to plan. SMALL BUSINESS OWNER PLAN FOR SUCCESS…

Documents Trusted Advisors for Attorney

1.Trusted Advisorssmclient service an innovative program for attorneys 2. our commitment to you We are committed to providing a high level of innovative, professional and…

Documents Prod Why Life

1. LIFE INSURANCE live life. your way 2. Life. your waySM Preserve your lifestyle. Strive to live your dream and plan for the “if” in life. Discover the flexibility…

Business Bringing Assets Into Canada

1. Bringing Assets Into Canada“Practical Tips & Traps for Practitioners”Presented by:Annie H. ChenDate: November 6, 2014Direct Tel: 604.631.3288E-mail:…

Economy & Finance Financial Justification1 (4)[2]

1. FINANCIAL JUSTIFICATION Welcome to our financial justification class…. 2. What is Financial Underwriting? Financially qualifying you for a life insurance…

Documents professional-practice

1. Professional Practice Your Professional Wealth Management Plan 2. Introduction Professionals, such as doctors, dentists, lawyers and accountants, have unique financial…

Economy & Finance Estate Tax Minimization Liquidity Planning

1. Estate Tax Minimization & Liquidity Planning“…in this world nothing can be said to be certain, except death and taxes” Benjamin Franklin (November 13, 1789)Business…

Documents Smart Office App Upload: The missing link between the field & carriers

Smart Office App Upload: The missing link between the field & carriers Michele Ohler FLMI Associate Director â eInitiatives AIG American General Individual Product Operations…