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We are an Estate Planning Service Provider assisting the 55+ market with their estate planning needs and goals including but not limited to wills, trusts, powers of attorney, and medical and burial wishes. We are not an insurance product and you do not need experience in estate planning. The attorneys in our network will consult one-on-one with your customer for a personalized estate plan. Our concierge suite of services will conduct follow-up and customer with your customer. All you need to do is close the sale.
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