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LIAM - Planning for the Unexpected

Your clients' income is the foundation of their financial plan. If their income was to change suddenly due to a life altering event how could you help protect them and their family? What can you offer to help minimize daily disruptions? What can you offer to help them maintain long-term financial health? Help your clients minimize the effects of a life altering event and help them keep their long-term financial goals on track.


See below for some great tools to help you! All files are available for download.