THE WEALTH STRATEGIST
October 28, 2009  Volume 4 | issue 10
How To Become A Client

VOTED 2007 America's Top Financial Planners - Consumer Council Research

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Accidental Death Insurance…the Gimmick

by Steven T. Merkel, CFP®, ChFC

If your like me, each week my mailbox is bombarded with offers for zero percent…

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Captive Insurance Overview

By Amaury S. Cifuentes, CFP®

 

With rising insurance cost some physicians who are considering using a Captive ....

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