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January 13, 2021

Family business planning

Linda Thomas News

Among business owners with a succession strategy, the most popular plan is to leave the business to family.1 Help family-owned businesses secure their future with a simplified planning approach. No matter the type of business, they likely have unique ownership transitions.  View case study presentation.

Help clients reap tax advantages for retirement with life insurance Protective Classic Choice term has even lower rates and higher maximum issue ages.

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