• 30+ Years of Retirement Planning Experience • Former First Vice President at New York Life & Retired Lieutenant Colonel • Over 2,000 Seminars & 3,000 Training Sessions
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✔ 36 pages of essential strategies
✔ Avoid common mistakes
✔ Highlight your Twilight Years
The content in this presentation is for informational and educational purposes only and does not constitute legal or tax advice. Customers should consult a legal or tax professional regarding their own situation. This presentation is not an offer to purchase, sell or exchange any product. Insurance products and any related guarantees are based upon the claims paying ability of an insurance company. Insurance policy applications are vetted through an underwriting process set forth by the issuing insurance company. Some applications may not be accepted based upon adverse underwriting results.
Insurance policy applications are vetted through an underwriting process set forth by the issuing insurance company. Premium payments will vary. Some applications may not be accepted based upon adverse underwriting results. Death benefit payouts and insurance product guarantees are based upon the claims paying ability of the issuing insurance company.