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The purpose of this analyzer is to determine if your client/prospect is an ideal candidate for the Qualified Leverage Strategy (QLS).  We have identified the most important factors to consider for an ideal candidate below.  Once we have all the information below, we will follow up to review the details.

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* 1. Agent Information

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* 2. Referring QLS Advisor

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* 3. Client or Prospect Information

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* 4. Client's Health Status

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* 5. Does the client have a spouse?

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