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The tax benefits around life insurance have been used by wealthy families for generations. Jon Thurmond and Phillip Washington, Jr. discuss how they have seen their emerging affluent and affluent clients use life insurance to potentially reduce the amount of taxes they pay over time.
Powered by Axis Financial and Stone Hill Wealth Management
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The tax benefits around life insurance have been used by wealthy families for generations. Jon Thurmond and Phillip Washington, Jr. discuss how they have seen their emerging affluent and affluent clients use life insurance to potentially reduce the amount of taxes they pay over time.
Powered by Axis Financial and Stone Hill Wealth Management