Asset Maximization
As times change, Social Security lessens and people continue to live longer, your clients strive to find new ways to maximize their funds. Some are able to simply save enough in retirement and live happily ever after. They own enough assets that they’re able to live well above their means. These in...
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Life Insurance as an Asset Class
If you haven't talked to your clients about life insurance as an asset class, now's the time. They get stability, liquidity, and income-tax-free cash during retirement.
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