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In today’s environment of market ups and downs, many investors are looking for ways to reduce risk and limit the effects of volatility on their long-term wealth plan. In our February 2018 webcast, 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 provide an overview of the different types of cash value life insurance and discuss the benefits of including this asset class in a diversified retirement strategy.

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