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Josh O'Gara, CLU, ChFC, CFP, is a brokerage manager at First American Insurance Underwriters, Needham, Mass. Josh may be contacted at [email protected]
Articles by this author
Lack of flexibility and the low interest rates in guaranteed policies could put clients and advisors back in the situation that drove them toward the policy in the first place.
March 2014 | LIFE | Read Article →
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