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In an enlightening episode, Cameron and Anthony uncover the depths of financial strategy with a real life example of one of our clients. The situation reflects on crucial strategy options, including paying off a mortgage directly or funding policies to later use for mortgage payments. Through an educational narrative, Cameron offers detailed policy funding options, while Anthony challenges with thought-provoking questions to reveal the benefits and challenges each scenario holds. Explore the client's journey from dissatisfaction with a previous provider to finding comfort in the meticulous Infinite Wealth approach, culminating in a preference-driven financial decision
Resources:
What is a LELOC? • What is a Life Eqity L...
Schedule your Discovery Call with Anthony or Cameron here bit.ly/iwc15YT
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