Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
The chances of needing long-term care, its cost, and strategies for covering that cost.