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Learn How Wealth Transfer Works And Protects Your Heirs From The Tax Time Bomb

Watch this video and learn about:

  • Transferring wealth at the lowest possible rate of taxation
  • Which wealth transfer products are available to you
  • The “tax time bomb” and how it affects your heirs’ taxes
  • How to use the accelerated death benefits to help cover the costs associated with chronic illness
  • Why single premium life instantly increases the size of your estate

Financial Checkups

  • Retirement Risk Check-Up
  • Is Your Estate Plan Liquid?

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Our CPA Platform is comprised of financial solutions that we make available through our CPA relationships. The CPA Platform provides details regarding specific financial products that can effectively reduce taxes for the end-user. If you are a CPA that would like more information regarding our CPA Platform, please contact us for more information.

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