Minnesota Life Insurance Expert #50339

I have 13 years of experience, and specialize in the field of life insurance with specific knowledge in the areas of advanced use of life insurance intestate, and business and charitable planning. I have published on such topics as fiduciary standards and life insurance planning, the use of life insurance in income defective trusts and the impact of low interest rates on insurance products. I have testified on life insurance, premium financing and wealth advisory.

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