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When it comes to your business, its really (New York Life)

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When it comes to your
business, it’s really
about four things...
Your
family
Your
business
Your
team
Your
future
Knowing that your
family is protected
should anything
unexpected happen
to you is key. My
simple evaluation
process can ensure
that you have the
peace of mind that
you need.
With solutions that
t your specic
needs and goals,
I can help you nd
cost and capital
ecient ways
to protect the
business you’ve
worked so hard
to build.
Whether your team
members comprise
partners, managers,
or sta, I will work
with you to nd
benecial ways to
protect, reward, and
retain them.
Creating a strategy
today for your
future exit helps
ensure business
continuation.
In building your
strategy, I will
consider your goals
and time horizon and
nd ways to provide
you access to income
and capital when you
need it.
1 2 43
Agent, New York Life Insurance Company
Three unique ways
I like to help my clients:
1 2 3
Find the optimal
solution for their
specic needs
and budget.
Save them time
and eort with
complete and simple
implementation.
Provide them
access to New York
Life’s resources
and expertise.
Let’s talk more.
AR08840.052019 SMRU1740305 (Exp.5/16/2021)
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Mary A. Smith, CLF, CFU
CA or AR Insurance License #
Phone Number
Phone Number
email
General Office
Address line 1
Address line 2
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When it comes to your business, its really (New York Life)

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Completed 22 January 2021

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