Rewrite Dave Alison, CFP®, EA, BPC and Brian Sak CFP®, CLU, ChFC® delivered an educational seminar for the American College of Physicians on strategically leveraging life insurance within your financial plan.
During this session, Dave and Brian discuss the difference between Term and Permanent insurance, review advanced policy design, share how to maximize your ROI on your life insurance as an asset class, and share valuable tax management strategies for retirement income and estate planning.
Dave Alison, CFP®, EA, BPC is the Founder & CEO of Alison Wealth Management: https://alisonwealth.com
Brian Sak CFP®, CLU, ChFC® is a Partner at Granite Harbor Advisors: https://graniteharbor.com and make it seo optimized
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