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      Life Insurance

      New Webinar: What the Big Beautiful Bill Means for Retirement

      Recent federal tax changes, specifically those from H.R.1 (the “Big Beautiful Bill”), have sparked fierce debate. However, now that the act has been signed into law, one...

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      Life Insurance

      The “Seasoned” Strategy: Optimizing Life Insurance Assets With a Strategic Split Exchange

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      Life Insurance

      Making the Case for Annuity-Based Asset-Based LTC Products

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      Life Insurance

      How to Use Your LTC Premiums to Reduce Your Tax Bill

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      Care Planning
      Life Insurance

      Planning for a Long-Term Care Public Option

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      Life Insurance Strategies
      Life Insurance

      AI for LTC: Using Machine Learning in Life Insurance​ Strategies

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      Whole Life Insurance
      Life Insurance

      The Gift of a Lifetime: Whole Life Insurance as a Multigenerational Asset

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      IUL and VUL Case Design
      Life Insurance

      A “Balanced” Approach to Accumulation IUL and VUL Case Design

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      Protected Life Insurance
      Life Insurance

      Strategic Income from Downside Protected Life Insurance

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