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Day: January 12, 2021

2021, A Life Insurance Policy Appraisal Can Help Determine Taxation of Settlement Proceeds

Insurance agents and financial advisors fill many roles for their clients. Of course, they offer financial advice, but they also are asked about accounting and tax questions. Sometimes they also act as business coaches and even amateur psychologists. As we enter the new year, the economic situation for many will get tougher, and clients will […]

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