Accumulation Phase Case Study

1) The amount you can spend for life (Male 40, Female 39)

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Next Slide: College Savings

Accumulation Phase Case Study

2) College Funding and 529 Strategy

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Next Slide: Detailed Cash Flow Chart

Accumulation Phase Case Study

3) Detailed Annual Cashflows

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Next Slide: Protecting the Dream

Accumulation Phase Case Study

4) Protecting the Dream

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Next: Discover what information is used to create a LifeSpend Plan