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Important Things to Know About Life Insurance to Enhance Your Estate Plan
Creative Uses for Life Insurance
On the surface, life insurance is a straightforward financial product. Read more to learn about several perks you may not have thought about.
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Who Should You Name as a Beneficiary?
You likely purchased life insurance to protect those who depend on you. Learn more about who you can name as a beneficiary and how the death benefit distribution method can fit into youroverall estate plan.
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Do You Have Enough Life Insurance?
While you might understand that buying life insurance is a good move, you may be unsure whether you have enough, how to determine the ideal amount for you and your family, and where life insurance fits into your overall financial and estate plans. Read more to uncover helpful information to guide you through the process.
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MEREDITH | PC
4325 Windsor Centre Trail
Suite 400
Flower Mound Texas 75028
214-513-1013
This newsletter is for informational purposes only and is not intended to be construed as written advice about a Federal tax matter. Readers should consult with their own professional advisors to evaluate or pursue tax, accounting, financial, or legal planning strategies.
You have received this newsletter because I believe you will find its content valuable. Please feel free to Contact Me if you have any questions about this or any matters relating to estate planning.