Sample insurance binder

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However, he would be at a loss if he needed specific log-in information for various accounts (especially my business accounts). Yes, Dave knows the “big picture” about what’s going on with our finances (and I have almost all financial matters set to auto-pay). I pay the bills, manage the finances, log into our online accounts, set up new accounts, run my business, and make sure our household and our finances run smoothly every month. More practically speaking, I’m also “in charge of” all the finances for our household. The main reason was simply my own peace of mind!

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