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Something to make you go hmmm… stock market falls in value an average of 46% of the days every year. Because no one has ever complained that dividend-paying whole life insurance cash values increase 100% of the days every year, wise investors use specially-designed whole life policies as downside protection in their investment portfolios. Do you? Should you? Time for a conversation?

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31 Jul 2021

Time To Rethink Fees

Much is being written about fees. As discussed in an earlier article, fees are what you pay for hopefully a service you value to address a problem, usually to protect…

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