Monthly Archives: September 2023

Cash-Value Life Insurance (An Other View)

A cash-value life insurance policy, often referred to as permanent life insurance, is a type of life insurance that provides both a death benefit to your beneficiaries and a savings component that accumulates cash value over time. This type of … Continue reading

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“Life Insurance Safe Zone” 5-Step Process

Step Mel Client   Details 1) Understand Share The first step in finding a possible solution is to understand the problem. I need to understand what the client’s current circumstances are and what the desired outcome is before we can … Continue reading

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