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Life Health > Life Insurance

Life Planning Strategies

Life planning strategies, with ideas about how to use life insurance and related products to help people and businesses get things done.

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A Gift Tax Strategy for Business Owners to Consider Now

5 Secrets for Reaching Affluent ‘Legacy Leavers’

12 States With the Biggest Federal Gift Tax Bills

How Corporate-Owned Life Insurance Helps Business-Owner Clients

5 Things to Know About the Global Life High-Net-Worth Market

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Featured Resources

Video Automation for Client Communication

From Pageport

Video Automation for Client Communication

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Unlocking the Value of Financial Planning

From eMoney Advisor

Unlocking the Value of Financial Planning

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The Cash Opportunity for Advisors

From Flourish Financial LLC

The Cash Opportunity for Advisors

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Selling a Major Business Asset & Achieving Philanthropic Business Objectives at the Same Time

From Foundation Source

Selling a Major Business Asset & Achieving Philanthropic Business Objectives at the Same Time

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