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323. 2025 Market Volatility: What Real Estate Investors Need to Know with Connor Low

Tax Smart Real Estate Investors Podcast

CHAPTER

Investment Strategies in Life Insurance and Trusts

This chapter explores the marketing perceptions of Index Universal Life and Variable Universal Life insurance policies, highlighting their differences and strategic uses. The discussion also includes insights on utilizing life insurance within trusts and the impact of recent tax exemptions for affluent individuals, along with an offer for personalized investment advisory consultations.

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