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Client A
Age
ⓘ
Annual Income
ⓘ
$
Monthly Retirement Savings
ⓘ
$
Current Life Insurance Coverage
ⓘ
$
Client B
Age
ⓘ
Annual Income
ⓘ
$
Monthly Retirement Savings
ⓘ
$
Current Life Insurance Coverage
ⓘ
$
Client A and B
Monthly Debt Payments
ⓘ
$
Monthly College Savings
ⓘ
$
N/A - College savings does not apply to me
Client A
Client B
Age
ⓘ
Annual Income
ⓘ
$
$
Monthly Retirement Savings
ⓘ
$
$
Current Life Insurance Coverage
ⓘ
$
$
Client A and B
Monthly Debt Payments
ⓘ
$
Monthly College Savings
ⓘ
$
N/A - College savings does not apply to me
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