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About Us
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Indexed Universal Life (IUL) Insurance
Universal Life Insurance
Variable Universal Life (VUL) Insurance
Whole Life Insurance
Group Life Insurance
Permanent Life Insurance
Term Life Insurance
Annuities Insurance
Fixed Annuities
Fixed Indexed Annuities
Variable Annuities
Deferred Annuities
Immediate Annuities
Lifetime Annuities
Qualified Annuities
Annuities Types
Small Business Solutions
Disability Insurance for Dentists
SEP IRA (Simplified Employee Pension)
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Buy-Sell Agreements
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Buy-Sell Agreements
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Blog
Retirement Savings for California Doctors & Dentists: The Real Scoop
Michael Kamali, Doctor of Business Economics candidate
July 22, 2025
By Michael Kamali, MBA, ChFC, ChE – Doctor of Business Economics candidate As a Fiduciary...
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Is California’s Debt Eating Into Your Investment and Retirement? A Must-Read for CA Doctors and Dentists
Michael Kamali, Doctor of Business Economics candidate
July 21, 2025
Michael Kamali, Doctor of Business Economics candidate Fiduciary Financial Advisor for California Doctors & Dentists...
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California Doctors and Dentists: Chase Sapphire Reserve: The Reality Behind the Hype
Michael Kamali, Doctor of Business Economics candidate
June 24, 2025
In the world of premium credit cards, the Chase Sapphire Reserve is often touted as...
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