I've been a financial strategist and retirement planning specialist for over five decades, helping Americans optimize assets, minimize taxes, and protect their wealth. When the 1987 market crash hit, I was out hunting, and I didn't have to rush back to answer panicked calls. Why? Because starting in 1980, I had moved my clients into my favorite financial vehicle - the properly structured, max-funded Index Universal Life (IUL). Since then, during every major downturn - 1987, 2001 after 9/11, and
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I've been a financial strategist and retirement planning specialist for …
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