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The Targeted Strategies Group

About The Targeted Strategies Group

Established January 2002

The Targeted Strategies Group creates and implements innovative, proprietary life insurance solutions for successful professionals, families and entrepreneurs that optimize intergenerational wealth and legacy. Life insurance solutions are often only a part of an integrated planning strategy or an estate plan. This is why we provide family office support services that both optimize the value of insurance planning and leverage the value that insurance provides to the client’s larger strategic plan.

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