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White Papers

2023 Whitepaper

  • Why DI Right Now?

2022 Whitepaper

  • Not all Term is Created Equal – 2022
  • A New Look at Life Settlements by Michael Barsky and David Wexler – 2022
  • Are You Insured to Value by Mitchell Freedman – 2022
  • Reexamining the SECURE act by Michael Barsky – 2022

2021 Whitepaper

  • 2021 End of Year Tax Changes
  • Long Term Care Planning

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