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Free discussion

• Any questions on family finance or entrepreneurship

• Universal wealth equation

• MaxLife Stratgy 

Fixed Index Universal Life Insurance Policy

• Focus on insurance protection

• Focus on asset accumuation & income

• Anywhere bewteen 

Annuity Contract

• Focus on guaranteed lifetime income 

• Focus on asset accumulation & estate

• Somewhere between 

• Long-term Care/Chronic Illness

• Critical Illness & Injury

• Terminal Illness

• Revolutionary, smart leveraging tool

• Own a bank yourself

• BRRRR

• Non-profit entity: 3-Win charity strategy (donee, donor, government)

• Family philanthropic missions

• Tax equation

• Holistic tax reduction strategies

• Myths on cost of higher education

• How to save big on college tuition 

• Find discounts on esential house bills 

• Alternative healthcare sharing plan 

• Transfer assets the ways you desire (living trust)

• Strategy to reduce estate tax

• Start your own franchise business in financial services