January 11, 2016 |
3 min

Win the Game of Life (Insurance)

by Andrew Rogers, Andrew is passionate about using technology to improve both the advisor and client experience to propel firm growth. Simplifying complexity to improved efficiency, drive growth and allow teams to focus on what they love to do most.

Life insurance is one of the most versatile financial assets available to us. Few solutions carry as many tax advantages, may be used in as wide a variety of situations, and come at such a range of cost. We do not get this variety of applications without a wide array of policy options avail …

Business professional using his tablet to check his financial numbers

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