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Demo Contact and Spending Game File - Will & Emily


Import this contact file into your NextGen to review the demonstration case of Will and Emily. As you will see in their Present Position Spending Game scenario, they are 45, living a good financial life with a house and saving inside their 401K and Brokerage Account. They have some life insurance protection with a Term policy.

See how their financial future can be improved with the Future Position scenario including a well funded PLI. Higher estate values, lower taxes, lower risk, and greater use and control of their savings.

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