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Planning for Blended Families and Second Marriages

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Want to Access Policy Cash Value? MEC Limits Become More Lenient

Situation: Over the years a number of life insurance carriers and marketing organizations have promoted the use of life insurance as a source of cash in retirement; accessing values when the market takes a down-turn on a tax-free basis and potentially restoring the borrowed amount when the market is up. Given the political and tax […]

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