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Agents

$50M Key Person Disability Placement
Posted by: In: Agents Jul 15, 2020 Tags:

A plan was designed for a $50 million key-person disability insurance policy, payable to the company in a lump sum after 12 months, should the CEO be unable to perform his duties.

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Clean Up Your Beneficiary Mess
Posted by: In: Agents Jul 14, 2020 Tags:

The Uniform Transfers to Minors Act (UTMA) enables you to title property (or craft a beneficiary designation) in the name of a custodian for the benefit of a minor child.

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Consumers

Life Insurance with Living Cash Benefits
Posted by: In: Consumers Jul 09, 2019
Your Personal Guide to Income Protection
Posted by: In: Consumers Jun 18, 2019

How to gain financial security personally & professionally.

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