Navigating Retirement

2021 EP0911 Rick Durkee Legacy Planning


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There are different ways to structure and coordinate life insurance in order to accomplish specific legacy goals, all the way from simple term insurance, to Whole Life, Universal Life, even to BOLI/SOLI, viatical settlements, or even family trusts and private foundations. Tune in as Rick Durkee pays tribute to 9-11 while helping you create a financial legacy.

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Navigating RetirementBy Rick Durkee