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Hi, Tom! Logout
PROGRESS METER 6%
Tom, let's tighten up your game plan.
Customer recommendations based on your current financial status:
Consider creating a trust to strengthen your legacy
Consider increasing your cash from 14% to 20%
Consider redeeming and investing your whole life policy, and moving to a less expensive term-10 policy.
Consider evaluating cash-flowing businesses, such as storage or rentals
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