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Creating A Legacy with Life Insurance

Sub Headline: Creating Money with Discounted Dollars is Real Economic Leverage

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Generating Tax Free Income

Distributions from a TAMRA Compliant Cash Policy Life Insurance Policy is not Classified as Income for Social Security Taxation.

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Protecting Human Capital with Economic Leverage

Covering Breadwinners, Rain Makers, Domestic and Business Administrators from the Unthinkable

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The Basics of Life Insurance

Life Insurance Has Evolved into a Powerful Product for Protection, Income and Estate Planning

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Life Insurance is as Old as Ancient Rome

Life Insurance has History, that Should be Included in Your History

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Creating A Legacy with Life Insurance

Creating Money with Discounted Dollars is Real Economic Leverage

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The Benefit Focused Defined Benefit Plan

A Benefit Driven Retirement Plan May Generate Inordinate Tax Deductions

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Retiring Early with Other People’s Money

Business Assets Can Work Harder with the Right Leverage

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Raising Money for Charity Without Writing a Check

Many American Business Owners are Benevolent Philanthropists Who Find Creative Ways to Give

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The Process of Timing, Combing & Sequencing in Retirement

There’s a Business Methodology for Success: Don’t Break from the Formula

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The Reality of the Successful Business Owners

The Psychology of a Business Owner May Surprise You

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Benefit Focused Defined Benefit Plans

Lifetime Income Coupled with Health Benefits & Death Proceeds May Be the New Retirement Plan

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Profit Sharing & Cash Balance Plans - Employer Retirement Options

Combo Pension and Contribution Plans Can Offer More Retirement Options

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Employer matching 401(k)s and Safe Harbor Plans - A Great Way to Save

401(k) is the Most Popular Employer Offered Retirement Plan

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Done Right The Benefits of a Qualified Plan Can Help During Your Golden Years

Payroll Deduction for Retirement Savings is a Needed Discipline

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Qualified Retirement Employer Plans May Make the Difference for Future Seniors

ERISA Plans Can Add Significant Value to Employers Benefits Plans

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The 529 College Savings Plan

529 Plans: The Good and the Bad and The Market Exposure

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Financial Aid for A College Education

Aid Comes In Many Forms From Out Right Grants to Borrowing Against Every Asset

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The Ways to Pay for a College Education

There are Options for Funding College, But They Remain Unknown to Most of the Public

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The Sky Rocketing Costs of a College Education

The Annual Increase in College Education May Surpass Medical Inflation