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December 12, 2017
Topic(s): Policy reviews (multiple types of ins)
End of Year Policy Review
Presented by: Mark Maurer, CFP®, President & CEO
We’ve heard it before “new year, new me”. Before your clients start the new year, help them review their current assets and income. Policy reviews can reveal gaps in coverage. We’ll cover what to do with cash value life insurance policies and the consequences of withdrawing vs. taking a loan from a perm policy.
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