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Pitch perfect; learn the ins and outs of VUL products and be prepared to sell.
Overfunded VUL
If you knew you were going to live to age 95, would you buy life insurance? This fun, hypothetical question was asked over dinner during a life insurance conference I attended. It stemmed from
Offer Dimensional Funds Tax-Free
You know the Dimensional investment philosophy. You believe in the substantial research and science that backs up their portfolio management decisions. You understand that owning the Dimensional story in a tax-deferred account can liberate growth