Diversified Individual Brokerage LLC
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Life Guides

Life Guides are a form of checklist or questionnaire, designed to provide you with information and guidance on a variety of life events. Click on the one that you need and we'll send you a copy.


  • Financial Workbook
  • Managing Your Financial Life
  • Marriage and Money
  • Teaching Kids About Money
  • Paying for College
  • What to Do If You Lose Your Job
  • Dealing with Divorce
  • Affordable Care Act
  • Thinking About Retirement
  • Retirement and Social Security
  • Retirement and Medicare
  • Planning Your Estate
  • Children with Special Needs
  • Moving Day
  • Protecting Your Business
  • Business Continuation
  • Emergency Planning Guide
  • When a Loved One Dies
  • Managing an Inheritance

Get in Touch

Contact Us

  • Address: 427 Naubuc Avenue Suite 103, Glastonbury, CT 06033

  • Phone: Office: (860) 659-2691

  • Email: sales@diblife.com

Disclosure

Securities offered through The Leaders Group, Inc. , Member FINRA/SIPC, 26 West Dry Creek Circle, Suite 575, Littleton, CO 80120 (303) 797-9080 Diversified Individual Brokerage is not affiliated with The Leaders Group, Inc. IRS CIRCULAR 230 DISCLOSURE: To ensure compliance with the requirements imposed by the IRS, we inform you that, to the extent this communication (or any attachment) addresses any tax matter, it was not written to be (and may not be) relied upon to (i) avoid tax-related p

FINRA is located at www.finra.org.

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