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Second Adulthood 46-70

Need Solution
Save for car, holiday, emergency fund Regular savers plan
Maximise return on savings Suitable investment plan
Protect most valuable asset: income Term assurance & Permanent Health Insurance
Protect family against serious illness Serious Illness protection
Home trade up/down Mortgage and new financial plan
Life cover self employed partners/directors key to business Business Protection
Retirement plan STRATEGY Review ongoing investment, contributions, risk and time to exit
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