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Written by Armando Paz, Jr. RFC Connect with me on LinkedIn if you are a Medical professional or firm, concerned about replenishing your personal or staff’s retirement income or cash flow in the event of a disruption, due to becoming sick or hurt. June 23, 2023 Are you seeking peace of mind and financial security?…
Life insurance is a valuable tool for wealthy families facing high estate taxes. As the federal estate tax exemption amount is set to decrease, families need to prepare for potential tax liabilities. The temporary increase in the exemption provided by the Tax Cuts and Jobs Act of 2017 is unlikely to become permanent, prompting planners…
For decades, the rallying cry of the so-called financial gurus in the advice industry has been for clients to buy term insurance and invest the difference. Do they buy or rent.. life insurance? The problem is that most people never execute the second part of the invest the difference equation. As a result, many find…
The #1 thing to avoid doing on your Life Insurance The COVID-19 Pandemic is here. As a responsible, proactive parent, you’ve created a well-thought-out plan to address “the what ifs” in life to assure that your spouse and children are financially protected. You bought life insurance to cover your earnings for the next 20 years….