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Life Insurance

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

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

How to Use Your LTC Premiums to Reduce Your Tax Bill

Care Planning

Planning for a Long-Term Care Public Option

Life Insurance Strategies

AI for LTC: Using Machine Learning in Life Insurance Strategies

Whole Life Insurance

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

IUL and VUL Case Design

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

Protected Life Insurance

Strategic Income from Downside Protected Life Insurance