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Your Retirement Playbook


May 20, 2022

When preparation meets planning, little luck is actually needed! Find out why planning the loss of a spouse is more than just a life insurance policy.

Resources -

"Understanding estate and insurance documents and what needs to happen if you live in two states." Consider This Program with Joe Clark, CFP
Understanding estate and insurance documents and what needs to happen if you live in two states. - The Financial Enhancement Group (yourlifeafterwork.com)
(all other Life Insurance content is ancient)

 

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