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Annuity Repositioning
A Split Annuity Solution for Doubling an Investment Overnight
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Loan Rescue
Rightsizing Your Permanent Insurance with a 1035 Exchange
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Loan Rescue
Rescuing Commercial Loans From Rising Interest Rates
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LTC Planning
The Tax Time Bomb of Self-Funding Long-Term Care Costs
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Life Insurance
Planning for a Long-Term Care Public Option
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Life Insurance
AI for LTC: Using Machine Learning in Life Insurance Strategies
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Buy-Sell Planning
A Buy-Sell Arrangement That Benefits the Living and the Dead
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Buy-Sell Planning
The Connelly Decision “Easter Egg”
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Life Insurance