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We recognize talk of life insurance does not typically gather a crowd around the water cooler at work, but as wealth advisors and planners, the proper use of this tool can be very impactful (in ways that are not always immediately appreciated too). In speaking with a long standing client the other day, we were reminded what a powerful tool life insurance can be.
Wealth Management Services are offered through Baldwin & Clarke Advisory Services, LLC (BCAS). BCAS is a Registered Investment Adviser with the United States Securities and Exchange Commission (SEC). BCAS’ Form CRS and other disclosure documents can be found here. The information in this website has not been approved or verified by the SEC, or by any state securities authority. Additional information about BCAS is available on the SEC’s website at: www.adviserinfo.sec.gov, using CRD #105666.
Registration does not imply a certain level of skill or training.
