In this episode I delve into the nuanced world of life insurance with 2 groundbreaking tools that he developed, MaxiFi Planner and Maximize My Social Security. Both tools help individuals and advisors optimize financial planning and Social Security benefits.
How Much Life Insurance Do I Really Need? Easy Answers to this Critical Question Print
Modified on: Thu, 30 Jul, 2026 at 5:04 PM
Did you find it helpful? Yes No
Send feedbackSorry we couldn't be helpful. Help us improve this article with your feedback.