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THE FOUR AREAS EFFECTING CLIENTS THE MOST:
Health Expenses: Medicare Options-Original or Advantage
Assisted Care: In Home, Assisted Living, Nursing Home and Memory Care for Alzheimer’s or Dementia
Final Expenses: Life Insurance, Final Burial Expenses / Avoid Probate and Taxes
Retirement Income: When to Take Social Security? Review 401k’s / IRAs
Make sure your money works for you so you don’t have too.
SOCIAL SECURITY?
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LET’S TALK
MAKE SURE LOVE ONE’S KNOW YOUR PLAN
LEAVE A LEGACY
DON’T PASS A BURDEN