LONG-TERM NEEDS

AVAILABLE ASSETS

ANALYSIS

IMMEDIATE NEEDS

OUTSTANDING MORTGAGE

OUTSTANDING DEBTS (OTHER THAN YOUR MORTGAGE)

FINAL EXPENSES

TRAVELLERS

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REPLACEMENT INCOME

NO. OF YEARS TO REPLACE

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CHILDREN REQUIRING COLLEGE FUNDING

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OUTSTANDING DEBTS (OTHER THAN YOUR MORTGAGE)

4401 Westown Parkway, Suite 350
West Des Moines, IA 50266

Tel: 515-400-1011

info@benefits-plus.co

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