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The thing is, life insurance can be very beneficial when done right... so let's get down to it.
In episode 8, insurance expert Matthew Friedson from Greenberg Wexler & Eig joins Monument Wealth Management's "Off the Wall" Podcast to share a wealth of insightful tips based on 15 years experience in the industry and answer questions like:
- What are the top things you need to ask or be aware of before buying a life insurance policy?
- What should you being doing with a policy you already own?
- How would a change in estate tax law impact life insurance strategies?
Learn more about Monument Wealth Management at: www.monumentwealthmanagement.com
Important Disclosures: https://monumentwealthmanagement.com/disclosures
By Monument Wealth Management5
3333 ratings
The thing is, life insurance can be very beneficial when done right... so let's get down to it.
In episode 8, insurance expert Matthew Friedson from Greenberg Wexler & Eig joins Monument Wealth Management's "Off the Wall" Podcast to share a wealth of insightful tips based on 15 years experience in the industry and answer questions like:
- What are the top things you need to ask or be aware of before buying a life insurance policy?
- What should you being doing with a policy you already own?
- How would a change in estate tax law impact life insurance strategies?
Learn more about Monument Wealth Management at: www.monumentwealthmanagement.com
Important Disclosures: https://monumentwealthmanagement.com/disclosures