Money Talk with Pointwealth

Financial Planning
Dollar Cost Averaging
Brokerage vs Managed Accounts
Universal Life Insurance
Term Life Insurance
Fixed Annuities
Fixed Indexed Annuities

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The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Union Bank, Pointwealth Capital Management and LPL Financial are separate entities.