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Case Study: Preserving the Empire

January 7, 2023
Case Study: Preserving the Empire

Mr. & Mrs. Jones, ages 53 and 50, have extensive real estate holdings valued at 9 figures. Learn how a Vérité Group premium financed life insurance strategy offset their family’s estate tax liability AND provided liquidity to the estate.

Get the Vérité Group case study, "Preserving the Empire."

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