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Medical:

Within the past five years have either of you been confined to a hospital, clinic, or medical facility? (*)

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Financial:

1. Qualified Accounts (IRA, 401K, etc): $
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2. Combined Annual Income: $
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3. Combined Net Worth: $
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Illustrate:

Invalid Input Mr. Phillips, I am interested in finding out how I can leverage my assets today for a multiplied amount of care tomorrow. Please prepare for me, at no cost, my personalized Leveraged Care Solution Analysis based on the following information:
Which Leveraged Care Solutions would you like us to illustrate?
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With a total lump sum deposit of :
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Life Legacy/LTC Combo (Individuals Only) Invalid Input
With a lump sum deposit of :
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or with an annual deposit of
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for
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years

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With a lump sum deposit of :
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