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Documents Managing your Independence and Preserving your Assets

1.   2. LONG TERM CARE INSURANCE Is Long Term Care Insurance Right for You? Yes… If you are health qualified Yes… If you recognize the need Yes… If it is affordable…

Documents Adding Value… Always Do an FNA! Adding Value… Budget Sheet.

Slide 1 Slide 2 Adding Value… Always Do an FNA! Slide 3 Adding Value… Budget Sheet Slide 4 Slide 5 Adding Value… Do a Financial Recomendations Sheet Slide 6 James M.…

Economy & Finance Creating Your Own Pension Plan

1. Creating Your Own Pension“How to Retire Without Going Broke”THETHENEXTSTEP 2. The word “Pension” defined…1. A fixed amount, other than wages, paid at regularintervals…

Documents Presented by Paul S. Viren, CLU, ChFC, AEP “For Professional Use Only and Not For General...

Slide 1 Presented by Paul S. Viren, CLU, ChFC, AEP “For Professional Use Only and Not For General Public” Securities offered through LPL Financial, Member FINRA/SIPC,…