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We have put this binder together especially for you to protect your important information and to keep it all in one place. Having access to all your documents will make your decisions easier. It will be much simpler to see the holes in your plans and help you move closer to your long-term goals. It will moreover ease the transition for spouses, children and any other heirs from the unnecessary confusion around end of life issues.
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Vern Henifin is a registered representative of Sammons Securities Company, member FINRA/SIPC