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There is an underlining commonality with the individuals who are best positioned for financial success.

We believe the best approach for retirement is to create an account that is protected from market volatility and is a tax-free account.

A maximum insurance contract provides: tax-deferred growth, tax-free distribution, and tax-free wealth transfer.

There are many costly, negative effects you may receive just by waiting one year on purchasing a certain financial vehicle.

It’s best to review your existing life insurance policy every 3-5 years due to life changes and/or enhanced benefits.

The biggest effect you can have on your Social Security benefit is selecting the optimal time you claim.