• If you pass away or become ill...

How would the mortgage, bills and car notes be paid? Would money saved for children's college needs be used up too soon for life emergencies?

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• When you arrive at "old age"; might you have to keep working past when you assumed you would have to?

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• As a smaller business owner, you appreciate the freedom to work for yourself. But, do you miss big company benefits such as life, health, vision and dental insurance? Also, do you still need a savings plan for "old age"?

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• Eligible for Medicare coverage; now what?

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• You have an older life insurance/annuity. How do you upgrade it?

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• You seek a short term "bridge loan" to hold business over while revenues come in.