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Lauren's Blog

Paramedical Exams: What to expect and how to prepare

A personal history interview may be required and may be completed over the phone or at the time of your client's exam appointment. Here are a few things he or she should keep in mind to be prepared and get the best results possible.

Life Insurance: Replacing an Existing Policy

Replacements are one of the most heavily regulated transactions, and depending on the circumstance, a replacement may or may not be in the best interest of the client. When a replacement is involved, be certain to use the appropriate replacement disclosure forms.