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Chen Household

ActiveOnboarding

Maya Chen · Primary Contact

Young's Insurance · Assigned Agent Peter Collins

Advisor Rachel MorganNavigator Nora BennettMember since March 2023Last activity Yesterday
AccountAssigned book

Reviews

Chen Household · HH-2038

HOUSEHOLD WORKSPACE

Reviews

Due Soon

Annual Household Review

REV-2048 · Due Aug 28 · Coordinator Nora Bennett · Last completed Aug 28, 2025