1. What ideas did you find most valuable from the video?
Comment here:
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2. Rank these items in order of importance.
1 to 4 with 1 being most important.
Life Insurance
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Disability Insurance
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Long Term Care Insurance
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Supplemental Retirement Income
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3. If you had a plan that covered all of the above, what do you estimate it would cost monthly?
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4. Is there any reason other than cost that would keep you from wanting a plan like this in your portfolio?
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Yes/No why?
Name
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First Name
Last Name
E-mail
example@example.com
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