Life Insurance Dr - Blog

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  • Seven Myths Regarding Life Insurance

Seven Myths Regarding Life Insurance

Your policy is guaranteed- why do I need to monitor it? Very few policies are fully guaranteed- I was shocked when speaking with a very astute CPA that this was their perception of [...]

  • Policy Review Outcomes

Policy Review Outcomes

Recently a CPA referred a client to me who owned a $1.5 million term policy. Rick, the policy owner, had no desire to keep or convert the policy. At 68, his health had only [...]

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