Submitted by DYSNYD Because we also work with older, high net worth clients, we have uncovered the need for life insurance, either to provide estate liquidity or for the purpose of increasing a family legacy. Whatever the reason, a life insurance policy is a major purchase for older clients, often requiring the payment of large…

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Submitted by American Capital Planning Most financial planning experts agree that life insurance should form the foundation of everyone’s financial plan.  For most families, their most basic financial security needs would be in jeopardy should they suffer the loss of one of their primary breadwinners. Intellectually, it is not difficult for people to understand the…

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