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1001 W. Yamato Rd

Suite 306
Boca Raton, FL 33431

Case Studies

Retirement Planning in a COVID-19 Economy

Retirement Planning in a COVID-19 Economy

Volume 114

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Policy Management Team Rescues Keyman Policies

Policy Management Team Rescues Keyman Policies

Volume 113

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Coronavirus and Estate Planning

Coronavirus and Estate Planning

Volume 112

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Post Mortem Annuity Planning 

Post Mortem Annuity Planning 

Volume 111

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Should You Take That Pension Buyout?

Should You Take That Pension Buyout?

Volume 110

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Recouping Embedded Life Policy Losses

Recouping Embedded Life Policy Losses

Volume 109

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Business Owner Constructs Plan to Retain Key Employee

Business Owner Constructs Plan to Retain Key Employee

Volume 108

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Impact on New Tax Act on Life Settlements

Impact on New Tax Act on Life Settlements

Volume 107

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IRA Create Legacy

IRA Create Legacy

Volume 106

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Roth Conversion IRA

Roth Conversion IRA

Volume 105

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In Service Withdrawal

In Service Withdrawal

Volume 104

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Law Firm LTC Protection

Law Firm LTC Protection

Volume 103

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Charitable Gifting

Charitable Gifting

Volume 102

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Our Thinking Beyond Term Life

Our Thinking Beyond Term Life

Volume 101

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