Your Trusted Advisor with Tan Phan, MSFP, CFP®
Business:Investing
How To Understand Your Existing Life Insurance Policy
2020-10-19
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Hi, my name is Tan Phan. I am an independent CERTIFIED FINANCIAL PLANNER™ practitioner. I have done over a thousand insurance policy reviews with clients and came up with a list of questions that are important to understanding existing life insurance policies. I am making this clip because I want to share the questions with you so you can better understand your current life insurance policies.
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