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Eddie Millan: 20 Years in Financial Services, Top 1% : What Elite Life and Retirement Planning Really Looks Like
06/26/2020 · 6 min read
Elite retirement and life planning is diagnostic, not transactional. Address decumulation risk (sequence of returns, longevity, healthcare), use life insurance as a planning tool not a standalone product, and serve clients across multi-decade life stages. Top 1% production follows.
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