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Are you having the necessary conversations with your partner/spouse or even yourself to determine your preference in planning and handling these life events?

1. Getting engaged or getting married
3. Buy or sell your home
4. Birth of a child or grand child
5. Job change, relocation, or promotion
6. Retirement
7. Divorce or separation
8. Death

Knowing what your approach is to these life changes will help you immensely in dealing with these scenarios should they happen to you. Contact me to learn more about planning for these life changes in the event they happen – this in essence becomes your insurance policy instead of leaving it to be managed during the crisis.

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