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Oct 30, 2014
The Christmas Gift That Lasts A Lifetime
A s an independent insurance advisor, I’m always looking for new ideas to share with my friends and clients. New ideas related to insurance plans aren’t easy to find, but I did come across an interesting concept during one of my recent seminar outings to the United States. The seminar focused on estate planning for business owners and several guest speakers shared their expertise on estate succession planning. One of the speakers shared...