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When it comes to insurance, it’s best to think of planning as “ready, fire, aim”, vs. “ready, aim, fire”.
In this episode, David Vallieres speaks with colleagues Mark Burns and Norton Stern about the moving parts of life insurance and long term care annuities. They break down the changing structure of insurance over the years and the planning it takes to find the right fit.
In this episode, you will learn:
Tune in now to hear the details of insurance planning and long term care annuities!
Resources: Synergy Capital Solutions
Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
By Synergy Capital SolutionsWhen it comes to insurance, it’s best to think of planning as “ready, fire, aim”, vs. “ready, aim, fire”.
In this episode, David Vallieres speaks with colleagues Mark Burns and Norton Stern about the moving parts of life insurance and long term care annuities. They break down the changing structure of insurance over the years and the planning it takes to find the right fit.
In this episode, you will learn:
Tune in now to hear the details of insurance planning and long term care annuities!
Resources: Synergy Capital Solutions
Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.