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Personal and Business Financial Strategies
Bruce Levine, CLU, ChFC
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TESTING DECEMBER 2,2024
Testing again December 3,2024 -
Protecting Your Family
How do business owners, whose families are financially dependent on income provided by the business, protect their family's lifestyle in the event of their death?
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Building Cash
How do business owners build and maintain the cash they need to operate the business in a prudent and tax-efficient manner?
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Retaining Management
How do privately held companies motivate and incentivize key employees to stay long-term and contribute to the owners overall success?
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Protecting Your Business
How do businesses prepare for the sudden death of an owner and its impact on customers, employees, lenders and suppliers?
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