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The 12 Million Dollar Illustration

How much in new assets under management would you need to bring in to generate $100,000? We break it down for you and show the benefit of incorporating life insurance into your practice. Click here for the full-color, print-friendly PDF.

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A Comparison of Term & Permanent Life Insurance

Term Life Insurance ADVANTAGES Initial premiums are considerably lower than those for permanent insurance, allowing you to buy high levels of coverage. Good solution for young families that often have limited budgets but a significant need for protection. Ideal for covering needs that will disappear in time, such as mortgages, car loans, or college tuition. […]

Understanding the Key Types of Buy-Sell Agreements

Situation: For many business owners, the focus is on today – running the business, managing day-to-day operations and expenses, and growing revenues. Most business owners can’t imagine a day when they will be unable to participate in their business. However, that day will arrive, and business owners need to plan for the continuation and control […]

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