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Differentiate between open-and closed-end funds, as well as exchange-traded funds, and discuss the various types of fund loads and charges.
Explain the difference between term and cash value life insurance. Discuss the difference between the following cash value life insurance types: ordinary, variable, and universal.
Briefly explain the following estate planning tools:
Will
Living Will
Power of Attorney (financial and medical)
Differentiate between a Deductible IRA and a Roth IRA. Provide examples to substantiate why individuals/couples would choose either.
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