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Their estate attorney handed them off with two questions. The first was Erin’s: should we buy more life insurance? The second was Dan’s: should we just become completely debt-free? Both reasonable. Both, answered inside a single lane, wrong.

An underutilized tool in the fight to grow, protect and transfer assets is the single premium life insurance policy.

In a recent March to a Million podcast episode we delved into the contentious realm of annuities, embarking on a mission to demystify...