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CFP-RISK: Life Insurance: Needs Analysis, Policy Types, and Strategic Uses
Welcome to VoraPrep Audio. Let's break down a classic CFP exam question. Your client is a 35-year-old named Maya. She has a mortgage and two young children she wants to send to college. Her friend suggests cheap term insurance. But her parents are pushing for a whole life policy, just like theirs. S…
The skinny
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