Your life doesn't stand still. Neither should your insurance and investment portfolios. To ensure that your insurance and investments remain appropriate for your evolving personal and practice needs, it's important to review your portfolios periodically. If you find that any of the underlying assumptions which your portfolios are based upon have changed, for example, the level of your income, your family situation or your practice set-up, adjustments to your portfolios may be required. The hypothetical scenarios below illustrate the potential impact of certain events on your portfolios.
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