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Strategies & Products

What if, the products and strategies below, were causing you to unnecessarily lose a significant amount of money and protection benefits over your lifetime. If that were the case, when would you want to know about it? There are many advantages and disadvantages of each, and you deserve a complete and comprehensive evaluation of these strategies and products in order to assess their value to you and your family.


Taxable Compound Interest

Reinvesting Dividends and Capital Gains

Dollar Cost Averaging

Tax Deferral Strategies

529 Educational Plans

Low Deductibles on Insurance

Gifts to Minors

Irrevocable Trusts funded with Life Ins.

and more...


Non- Matched Retirement Accounts

15 Year Mortgages, Prepaying a Mortgage

Credit Card Debt

10, 20, or 30 Year Term Life Policies

Survivorship Life Insurance

Low-Yield Savings accounts



and more....

Click the image below to find out more about compounding taxable interest

Image by Dmitry Demidko
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