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Strategies to Reduce Volatility and Improve Tax Efficiency
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February 28, 2018
Click here (http://www.ojmgroup.com/WMMSVUMEDI) for your free hardcopy or ebook download of OJM’s newest ...
read more ↘ book Wealth Management Made Simple. In this video, OJM Group Principal Jason O’Dell and Director of Financial Planning Michael Lewellen present strategies to reduce volatility while improving the tax efficiency of your portfolio. They discuss the types of cash value life insurance and the benefits of including this asset class in a diversified retirement strategy.
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read more ↘ book Wealth Management Made Simple. In this video, OJM Group Principal Jason O’Dell and Director of Financial Planning Michael Lewellen present strategies to reduce volatility while improving the tax efficiency of your portfolio. They discuss the types of cash value life insurance and the benefits of including this asset class in a diversified retirement strategy.
↖ read less