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Advanced Planning

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Life and Annuity Masters leverages our strategic partners to create wealth for our partner agents’ clients. If your ideal prospect is a high-net-worth, business owner, you increase your likelihood of success when you offer them more than just another insurance product. We offer solutions that go beyond traditional insurance sales that will insert you into an influential and respected advisory role. This includes premium finance insurance, capital gains tax deferrals, estate planning strategies, concepts that will increase the profits, cash flow, and equity of businesses, and more.