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Husband/wife, two kids, 1 income, mortgage, good salary, some savings, and no college fund. Consider and recommend any insurance (consider all types) that is appropriate.
Husband/wife, two kids, 1 income, mortgage, good salary, some savings, and no college fund.
- Consider and recommend any insurance (consider all types) that is appropriate.
- Specify any estate planning tools necessary to protect the family and their assets.
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