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Jacob Kujala, senior product manager for U.S. Bancorp Advisors, stated: "Financial planning in general is not a one-and-done transaction, and insurance shouldn’t be either. A good financial plan takes into consideration your income, investments, goals and concerns, and then is continually monitored. Insurance should follow that plan."
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Sources
- Why is insurance important in financial planning? | U.S. Bank www.usbank.com via serper
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- financial planning concept