Estate

Why Everyone Needs an Estate Strategy

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This article will help your clients with blended families think and prepare their estate strategy.

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Here’s a quick guide to checking to see if you have unclaimed money.

Grand Rapids, MI Location	Pflugerville, TX Location	Indianapolis, IN Location
5380 Cascade Rd. SE, Ste. 150, Grand Rapids, MI 49546 (616) 940-4004	601 East Pecan Street, Pflugerville, TX 78660 (512) 454-7711	8777 Purdue Rd, #117, Indianapolis, IN 46268 (317) 876-6280