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Purpose with Mark Bertrang


Dec 1, 2021

What can you learn about an 80-year-old woman who needed three things to happen with her safe money? Number one – A better return than the bank. Number two - No taxes due on her gains, and Number three - an immediate increased estate for her children; Plus, the availability and liquidly of her money, if needed.  Here’s a real-life story using the Life Insurance Asset.