kit consisting of a container with pre-labeled dividers for organizing and storing financial, legal and insurance records and documents and instructions for use therewith

'consist':2 'contain':5 'divid':10 'document':21 'financi':15 'instruct':23 'insur':18 'kit':1 'label':9 'legal':16 'organ':12 'pre':8 'pre-label':7 'record':19 'store':14 'therewith':26 'use':25

consultation and planning for businesses and their employees in the fields of saving and investment, protection of financial assets, group benefit plans, life, disability, and long term care insurance, defined contribution retirement plans, deferred compensation plans, and other employment benefit plans

'asset':19 'benefit':21,40 'busi':5 'care':28 'compens':35 'consult':1 'contribut':31 'defer':34 'defin':30 'disabl':24 'employ':39 'employe':8 'field':11 'financi':18 'group':20 'insur':29 'invest':15 'life':23 'long':26 'plan':3,22,33,36,41 'protect':16 'retir':32 'save':13 'term':27

FINANCIAL READINESS RE$OURCE

Owners

Goods & Services