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What State Do You Live In?
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Client Health
Do you take any medicatons?
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Tobacco user?
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Client Financial
How much coverage would you like?
What is your budget?
What other financial products do you CURRENTLY own?
401k
IRA
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Indexed Annuity
Term Life Insurance
Whole Life Insurance
IUL
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None
What other products would you like to look into?
401k
IRA
Roth IRA
Variable Annuity
Indexed Annuity
Term Life Insurance
Whole Life Insurance
IUL
Health Insurance under 65
Medicare
Lifestyle Questions
What are your primary goals?
Family Protection
Income Replacement in Case of Illness
Business Protection
Supplemental Retirement
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