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Why you need to review your #insurance policy, and policies in general. #retirement #legacy
The importance of insurance policy reviews and the impact of not having effective reviews can be catastrophic.

Jay R. Jones
Dec 26, 20242 min read


What is #tax deferred growth? #retirement
As discussed in an earlier reading, 'What type of money do you have?' https://www.advocateinsurers.com/post/what-type-of-money-do-you-hav...

Jay R. Jones
Dec 26, 20242 min read


Proper #beneficiary designation in your #insurance policy is vital. #retirement #peaceofmind
This subject has to be among the most important. When you pass, without proper planning, your family may be at the mercy of probate...

Jay R. Jones
Dec 7, 20242 min read
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