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Attn: Caroline E. Whitfield, FSA, MAAA, CFP®
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The fee-only financial-planning practice associated with the named reviewer is registered with the Connecticut Department of Banking; the reviewer’s SOA Fellow status and CFP® certification are verifiable on the Society of Actuaries member directory and the CFP Board public certificant directory respectively. The website lifinance.xyz itself is editorial; nothing on it constitutes regulated insurance advice on a specific client matter. For a state-licensed insurance professional, see the NAIC state-insurance-department directory.