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4. What risks have I overlooked or not fully considered?A financial strategy is meant to protect you and your family from a variety of risks. While life insurance is usually a critical component of such strategies, it isn't the only one. When it comes to planning for financial security, people sometimes concentrate on the risk of premature or accidental death — to the point where they actually overlook other, more likely risks to their well-being and livelihood (e.g., a breadwinner unable to work due to an illness, an aging parent unable to care for themselves, a retiree dealing with rising healthcare costs, a business owner faced with a succession problem). As you work to construct your strategy, be sure to think broadly about the financial risks you face today, or may face in the future. |
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