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Recent Episodes
Take a tax break? Or get multiple uses of your dollar?
In this episode the team ponders the idea of taking a tax exemption vs getting multiple uses of every dollar. The thinking exercise focuses on 529’s...
When Does it Get Good?
In this episode, we dive into a question that even we have asked! When does it get good? This can be asked in many different forms, and the team works...
Our thoughts on Skinny Policy Design
In this episode Chris and the Mike’s discuss skinny policy design. We get asked this question all the time, “Is there a way to make my policy grow...
The best type of Policy for IBC
In this episode, Mike Everett, Chris Bay and Michael Kwong discuss a question we get all the time; What’s the best type of policy for IBC? There is...
Interest Rates and Picking an Insurance Company
In this episode, we discuss a boot camp question that we get all the time; policy loan interest rates. Mike Everett, Chris Bay and Michael Crawford...
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