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July 23, 2008

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All good points. On the life insurance point almost everyone should have term insurance. If you have a whole, ordinary, variable life policy, or any cash value policy you can get term insurance much cheaper. Make sure you have the new policy in force before canceling the old policty.

I have actually found that banking at a small local bank can help reduce fees, provide a better customer service experience and offer better rates. I have free checking, free bill pay, free overdraft protection, etc. The area you may sacrifice in is online tools, but many are still very good.

Good tips. About the life insurance, as Mo Money said, term life is much cheaper, on the other hand, at higher age permanent gains some points. And somebody likes investing without any concerns and permanent can provide this feature, despite it's not the "most powerful" way how to invest your money...
Lorne

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