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Insurance Needs Analysis

Evaluate Your Income and Assets

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Rental Properties, Dividends, Annuities, etc.

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All assets that can be turned into cash within 3 months (We recommend you not liquidate retirement accounts due to tax penalties)

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Evaluate Your Debts and Expenses

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Medical, Funeral, Taxes

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Evaluate Your Child Support and College Expenses
*We suggest an average annual tuition cost of $15000 – $20000 per year

Monthly Child Cost Years child will require support College expenses
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Add Child
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