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Using Indexed Universal Life Insurance to Create More Tax-Free Income

The secret behind McDonald’s, Disneyland, and Foster Farms—and the $30 BILLION on Wells Fargo’s balance...
By Marty Levy, CLU/RHU | Corporate Strategies, Inc.

Look After Yourself to Maximize Your Life

How would you live if you knew your life could end at any time? Make a plan to live for today.
By Daryl Wizelman | Draper and Kramer Mortgage Corp.

The Golden Years: Will They Really Be Golden?

How you can (and must) plan now for the end of your life.
By Marty Levy, CLU/RHU | Corporate Strategies, Inc.

Find and Do the Things You Love

Find the things you love and do them as often as possible—this will bring you joy and success.
By Daryl Wizelman | Draper and Kramer Mortgage Corp.

What’s Your Uncle’s Last Name? If It Is Not Gates or Buffett, Read On

If your uncle happens to be Bill Gates or Jeff Bezos, there is a good chance you could call on him to pay...
By Marty Levy, CLU/RHU | Corporate Strategies, Inc.

Benefit Strategies for Employers Reflect COVID Realities

Even with careful planning, life in retirement can bring some unintended baggage.
By Marty Levy, CLU/RHU | Corporate Strategies, Inc.

Are the Golden Years a Myth?

Even with careful planning, life in retirement can bring some unintended baggage.
By Marty Levy, CLU/RHU | Corporate Strategies, Inc.

Should You Refinance Your Life Insurance Policy?

Many life insurance companies have been making changes that are affecting policies.
By Scott Zimmerman | CorpStrat, Inc.

Retaining Your Top Performers

Don’t let the good ones get away.
By Marty Levy, CLU/RHU | Corporate Strategies, Inc.

23andMe And Your Financial Future

An unintended and growing impact of genetic testing is that insurance products will slim, retract, and...
By Marty Levy, CLU/RHU | Corporate Strategies, Inc.

The Living Benefits of Life Insurance

Bringing clarity to the weighty terms in your life insurance policy
By Scott Zimmerman | CorpStrat, Inc.

The Need For Long-Term Care Insurance in Everyone’s Lives

As with car insurance, homeowner insurance, and health insurance, long-term care coverage is one of the...
By Scott Zimmerman | CorpStrat, Inc.


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