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Browse our curated selection of publications or search by topic for easy-to-understand information about relevant financial concepts and strategies.
Cleaning Out the Attic, Analyzing My Life Insurance, and Other Tasks I Never Get Around To
Life Insurance: How Much is Enough?
Capturing Insurance Capacity
Do Your Homework on Indexed Universal Life Insurance
How to “Settle” for More: Creating Excess Value with Life Settlements
For those who don’t like life insurance or think it’s a bad investment, consider a different perspective on the concept of the purpose of it utilizing as a vehicle for tax efficiency.