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Over the long term, the internal rate of return (IRR) on certain insurance policies only see about 0.50-0.85% “drag” on gross earnings due to all-in fees and costs. That is up to 66% savings on fees long-term vs the 1.5% on most managed brokerage accounts.

Published: April 18, 2022
Tracking Code: 40051
Business Line: Life Insurance
Category: Tutorials & Training
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