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A Boomer at the Crossroads of a Vintage Policy

When weaving the options, tax planning should loom large.

A hypothetical policyholder is about to get on a call with just as hypothetical an insurance advisor. They’re going to discuss the options that the policyholder has for a now-vintage life insurance policy that he bought “when he was a kid.” We’ll refer to the policyholder, both individually and generically, as Charlie or “C,” just to show that there are no bounds to my creativity. We’ll refer to the advisor as “A,” for the same reason.

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