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Putting Insurance First in the ABCs of Long-Term Financial Planning
Often added to one’s financial portfolio as a tax-saving tool or because it was recommended by someone, life insurance is a less understood financial instrument that can have significant benefits in the long term
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Strategic Financial Planning: Why Buying Life Insurance is Crucial for Tax Efficiency
It is important that policyholders estimate their insurance needs based on their future earning potential, making sure to purchase tax-efficient life insurance plans that can provide dependents with sizeable death benefits to cover their future financial expenses
