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While thats definitely a good strategy, its not the only one to consider.

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By taking this well-rounded approach, you canbuild the kind of wealth you need for a secure future.

This protection keeps financial goals on track despite setbacks.

This approach preserved thecash value and death benefits, which ultimately contribute to a stronger financial portfolio.

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Diversify Your Investments

Investing is also an important part of your wealth-building plan.

And if you know anything about investing, you know its important to diversify.

For individuals over 40, blending stable, income-producing assets with growth assets can optimize returns while minimizing risk.

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I advise clients to regularly review and adjust their portfolios to align with changing market conditions and personal goals.

Being debt-free also provides a sense of financial security and peace of mind.

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