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Term Life Introduction

Hello, we at I&E are glad you took a moment to stop on by. You may be among the many that realize there is a problem with the status quo financial advice we have been given.

The problem

The status quo advice leaves you exposed.

  • A volatile stock market and potential losses
  • An unknown future due to lack of specific planning
  • The high likelihood of potential future tax increases
  • The fear of not having enough money for retirement

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The Generational Transfer

The Generational Transfer book cover

70% of wealthy families lose everything by the second generation. Fewer than 3% of those failures are caused by bad documents. This book is the guide I wish every client had read before they walked into my office.

  • Risk in a Litigious Society
  • Tactics for Protecting Assets
  • Estate Planning Essentials
  • The Power of Life Insurance
  • Wealth Transfer — The Missing Piece

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