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InsMark Leveraged Compensation System
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Executive Trifecta
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A New Retirement Planning Strategy
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Avoiding a $20 Million Mistake
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InsMark Wealthy and Wise® (Case Study) Good Logic vs. Bad Logic™
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Cash Flow Modeling w/ Simon "Stuffy" Singer
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We have two clients who are owners of an S Corp in California. 12 years ago their company was valued at $12 Mil. They created a Cross Purchase B-S agreement and funded the B-S with $6 Mil of permanent life insurance on each owner. Today, the company is va
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I made a presentation on the leveraged life insurance at my partner, Property and Casualty firm. The president passed it onto his estate attorney (to look for new opportunities) and this is what he/we got back: ''The people I spoke to told me the concept
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Why do you include the word ''Equity'' in the product name for Indexed Universal Life? It seems that the industry has replaced ''Equity'' with the word ''Equity'' partially what drew the attention of FINRA IUL and produced 151A that applies to the Broker-
