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In this Broadcast of the Financial Procast:
Participating Dividends and their legality
Americans really do stink at retirement planning
Stocks are still scary
Whole life policy blending explained NOTE: towards the end of this episode Brandon makes a comment about the expected cash surrender value found in a “properly” blended policy. This was a rule of thumb based off old policies that are no longer available. Generally speaking, we know find that a first year cash value between 60 and 70% to be the most optimal and a good indicator of correct design.