Paraplanning831

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Username: Paraplanning831
Joined: October 29
Visits: 43
Last Active: November 27
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Thank you both, that is very helpful. In this instance, then, it will be a stand alone lump sum (SALS). I have looked into this but cannot seem to find a concrete answer on whether or not the client would be able to withdraw this stand-alone lump s…

in Protected Tax-Free Cash & No LSA Remaining Comment by Paraplanning831 November 25