EPISODE · Dec 19, 2017 · 12 MIN
Episode 136 Do I Have a good policy?
from Wealth Talks
Listen in on the way we think through reviewing a policy that seems okay but may not be balancing a client's financial needs. It's all about Money Management and what makes the most sense OVERALL. For details on this particular case see: http://www.life-benefits.com/blog.html?bpid=4204
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Episode 136 Do I Have a good policy?
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