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Make a Plan

Use the SAM action steps to analyze your current investing situation and take purposeful steps toward identifying or making changes.

SAM plan
  • Would you be covered in the case of a natural disaster, injury, accident or other catastrophe?
  • Considering your assets and your family’s needs, what would be the right coverage to have and in what amounts? Are there types of insurance you are paying too much for?
  • Set intentional goals to improve your insurance situation.
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