Template:ServicesBox

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Revision as of 01:35, 20 August 2025 by Eddymunoz (talk | contribs) (Created page with "<div class="card shadow-sm services-box"> <div class="card-body"> <h3 class="h5 mb-2">{{{title|Advisory Services}}}</h3> <p class="text-muted small mb-3">{{{subtitle|Three-part advisory approach: Consultation • Analysis • Solutions}}}</p> <ol class="mb-3"> <li> <b>Consultation</b> — {{{consultation|Free initial meeting to discuss goals.}}} </li> <li> <b>Analysis</b> — {{{analysis|Review of current insurance and fin...")
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Advisory Services

Three-part advisory approach: Consultation • Analysis • Solutions

  1. Consultation — Free initial meeting to discuss goals.
  2. Analysis — Review of current insurance and financial plans.
  3. Solutions — Recommendations from a range of insurance and wealth‑protection products:
    • Term Life Insurance
    • Index Universal Life (IUL)
    • Final Expense Insurance
    • Long-Term Care Insurance
    • Disability Income Insurance
    • Fixed Index Annuities


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