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​IUL案例分析：成年人

​IUL案例分析：成年人

Life Insurance

A Case Study: Using Life Insurance as A 
Financial Resource

Premium Finance

A Case Study: Using Premium Financing for Estate Planning

Alternative Investments

Provide 1031 exchange DST investments, private LLC investment, opportunity zone, REIT, Limited partnership, preferred securities investments to diversify your portfolio and provide steady income. Examples:

                    1. Phoenix Project overview

                   2. Cotton Wood REITS

Annuity

A Case Study: Benefit Control Annuity

608 Silver Spur Road, Room 330, Rolling Hills Estates, CA 90274

Phone: (310) 663 5509     Email: info@cindybaifinancial.com

©2022 by CindyBai Financial, LLC

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Investment Adviser Representative offer advisory services through CindyBai Financial LLC. Registered Representative offering securities and additional advisory services through Independent Financial Group, LLC (IFG) a registered investment adviser. Member FINRA/SIPC. CindyBai Financial, LLC. and IFG are unaffiliated entities.

Licensed to sell securities in AL,AZ,CA,FL,IA,ID,KY,MA,MI,NC,NM,NV,NY,OH,OR,PA,RI,TN,TX,VA,WA,WI.

Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

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