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Comparing 2 Scenarios Walk-through


This video will demonstrate how to compare two scenarios using our 45-year-old couple Will and Emily. It will show the PEM visualization side by side with several wealth transfers eliminated or reduced, and show how a Maximum Efficient Contract will help them move forward in their finances.

See how their financial future can be improved with the Future Position scenario including a well funded PLI. Higher estate values, lower taxes, lower risk, and greater use and control of their savings.

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