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General

Issues To Consider In Client Annual Review Meeting

Updated 12/1/2024

This checklist covers 40 of the most important planning issues to identify and consider during a client annual review meeting. It’s structured as follows:

  • Cash Flow Issues
  • Asset & Debt Issues
  • Insurance Planning Issues
  • Tax Planning Issues
  • Long-Term Planning Issues
  • Other Issues

Click here for a client-facing email template.

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