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Johann S. Bach once said, “All one has to do is to hit the right keys at the right time and the instrument plays itself.” It’s mechanical, right? I had a CPA friend make the same observation when I first told him about my idea of a life insurance planning service: just devise a computer program to do it. Many insurance companies have done just that… and the recommendations they spit out compared to mine are as different as night and day. Why? Continue reading
I finished a case this week that bears out an important point: many who come to me for insurance advice walk away something they didn’t expect; frequently it’s more valuable than what they came for.
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