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A Conversation About Life Insurance Products for the Merely Well-to-Do

From inquisitive prospects to well-informed buyers.

In my prior article on insurance planning for the merely well-to-do, I introduced you to Nook and Crannie.1 Their very productive meeting and subsequent conversations with Bill Ledgerman enabled them to think through all of the key aspects of a proper life insurance needs analysis in a multi-faceted, multi-disciplinary fashion. I also introduced you to the way that Bill, as a knowledgeable life insurance professional, employed the concepts of visualization and optionality in the


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