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The Federal Estate Tax
Explore the intricacies of the Federal Estate Tax and potential financial challenges. Learn about its implications and strategic solutions.
Tim Owens
Sep 3, 20232 min read
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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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Annuities 101
This White Paper goes over the basics of annuities and explain the main difference of the different types of annuities.
Tim Owens
Jul 6, 20233 min read
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Asset Liquidation Throughout Retirement: Does the Order Matter?
This blog analyzes the importance of knowing what assets to liquidate, and in what order, during retirement.
Tim Owens
Mar 23, 20233 min read
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Traditional 401(k) versus Roth 401(k)
Traditional 401(k) or Roth 401(k). Which of the two is actually better? This White Paper clarifies the two to help you make better decisions
Tim Owens
Mar 23, 20234 min read
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The Cost of Waiting
Discover the true cost of waiting when it comes to getting a life insurance policy.
Tim Owens
Mar 22, 20233 min read
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Life Insurance 101: Term
Discover the benefits of term life insurance and how it can provide affordable coverage to protect you and your loved ones from the unexpect
Tim Owens
Mar 22, 20233 min read
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