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Your future is valuable

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Protect it the way you protect your assets You probably protect your vehicles and property from common risks like accidents, fires and other damage. Yet your future is more valuable than your car and your home. Why not protect it the same way? 70 percent of today’s 65-year-olds will need long-term care (LTC) services in […]

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Check the background of your financial professional on FINRA's BrokerCheck We are all about client education We take a very consultative approach with clients and therefore create a lot of educational content for client use. In fairness, we often offer this to the general public for free and openly have conversations about the material within in many settings. If an industry professional wishes to use our copywritten content we ask that they obtain written permission and pay for any downloads, regardless of use. The fee for industry professionals varies per piece with a minimum of $150 per download.