This Policy Design Lost $200K in Year One (How We Fixed It)
BetterWealth with Caleb Guilliams · BetterWealth Media
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Show Notes
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Lead Policy Design specialist at BetterWealth, Alden Armstrong walks through a real life case study of a client who lost $200k of cash value because the original agent he worked with missed key components in the design. Alden shows 6 different companies with the same designs and compares which new policy would have been the best path forward.
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*This video is for entertainment purposes only and is not financial or legal advice.
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