Life Success & Legacy

← Life Success & Legacy24. Juli · 42 Min.

Why We Started Our Policies (and How We Funded Them)

Why We Started Our Policies (and How We Funded Them)24. Juli42 Min.

Clients ask us this all the time: how many policies do you actually have, how did you fund them, and do you really need more than one? In this episode, we go through our own systems and provide an overview of why we started each one, and the reasoning behind adding more.

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