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Premium Financing in Life Insurance
Discover the power of Premium Financing in Life Insurance for High-Net-Worth individuals. Learn how it aids in estate tax planning and maxim
Tim Owens
Sep 3, 20232 min read
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The Four Main Kinds of Life Insurance
This blog post will briefly summarize the four main kinds of life insurance, the pros and cons of each, in order to better help you get a...
Tim Owens
Sep 3, 20234 min read
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The SECURE ACT 2.0 – Changes You Need to Be Aware Of
The Secure Act 2.0 brings significant changes to retirement planning. This blog highlights some key changes you need to be aware of.
Tim Owens
Apr 21, 20232 min read
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A new Long-Term Care State Tax has been added in Washington. Is California next?
The government is tired of having to pay for Long-Term Care expenses. They are now looking to implement payroll taxes to raise capital for..
Tim Owens
Mar 23, 20232 min read
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How to Qualify for Long-Term Care Insurance Benefits
This blog goes into detail on the requirements necessary to qualify for Long-Term Care benefits.
Tim Owens
Mar 22, 20232 min read
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Reimbursement vs Indemnity: Choosing the Right Long-Term Care Plan for your Needs
This blog goes into detail of the two different ways you can receive Long-Term Care benefits.
Tim Owens
Mar 22, 20233 min read
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Tax Deductions for Long-Term Care Premiums
If you’re thinking about Long-Term Care insurance, then make sure you know about the possible tax deductions available to you.
Tim Owens
Mar 22, 20232 min read
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Triple Your Long-Term Care Pool Overnight
Discover how you can triple your long-term care coverage through the use of "modern" Long-Term Care insurance products.
Tim Owens
Mar 22, 20232 min read
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Does Everybody Need Life Insurance?
Life insurance can be a hard-working asset for every adult in the US. Whether rich or poor, if protects you from the unexpected and can..
Tim Owens
Mar 22, 20232 min read
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The Magic of Indexed Universal Life
Discover how some of our clients achieved 61% growth year over year in their Indexed Universal Life policies,
Tim Owens
Mar 22, 20232 min read
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The Upcoming Reduction in Estate Tax Exemption
We delve into the implications of the scheduled decrease of the estate tax exemption, set to take effect in 2026.
Tim Owens
Mar 14, 20232 min read
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