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Oct 13, 2020

In today’s episode, Anthony and Cameron walk our listeners through a case study that features a couple in their early 60’s that received a $250,000 windfall and were wondering what to do with it. Cameron and Anthony break down this case study into four parts:  

(1) Back Story 

(2) Policy Design 

(3) Case-Specific Considerations 

(4) How they plan on using the cash value moving forward 

Enjoy this week's episode!!!


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Link to Blog Post w Case Notes/Excel/PDF’s