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AEG Financial Services
610.917.8940
  • Home
  • What We Do
    • AEG’s Philosophy
    • The 80/20 Estate Plan™
    • Our Relationships
    • The Latest Highlights
  • Publications
    • Video & Audio
    • Published Articles (PDFs)
  • Blog

Category Archives: Life Insurance

Gifts of Life Insurance policy

- May 07, 2012

Al Gibbons is the past President of the Philadelphia Estate Planning Council and Recipient of their 2005 Distinguished Estate Planner Award.

Al is expanding his social network and looks forward to offering his services nationwide.

More about Al Gibbons:

• Creator of The 80/20 Estate Plan

• A talented thinker, speaker and writer with a national reputation, Al is often sought after to explain what he does and why his unique process is so effective for clients.

• Offering the right solutions to advisors

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• Helping you exceed your clients’ expectations

• Newsletters, video and audio available to assist you with complicated clientele matters

1288 Valley Forge Road, #53 | Phoenixville, PA 19460 | 610-917-8940

Email Us | Website | LinkedIn 

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Posted in: AEG, AEG Publications, Life Insurance

Are No-Lapse Guaranteed Life Insurance Products Disappearing Forever?

- May 02, 2012

Al Gibbons is the past President of the Philadelphia Estate Planning Council and Recipient of their 2005 Distinguished Estate Planner Award.

Al is expanding his social network and looks forward to offering his services nationwide.

More about Al Gibbons:

• Creator of The 80/20 Estate Plan

• A talented thinker, speaker and writer with a national reputation, Al is often sought after to explain what he does and why his unique process is so effective for clients.

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• Offering the right solutions to advisors

• Helping you exceed your clients’ expectations

• Newsletters, video and audio available to assist you with complicated clientele matters

1288 Valley Forge Road, #53 | Phoenixville, PA 19460 | 610-917-8940

Email Us | Website | LinkedIn 

View Post
Posted in: AEG, Blog, Life Insurance
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Process of Working with Advisors and Business Owners

Ethics of Implementation

It’s All About The Why

You can see more videos and listen to our podcast archive at our YouTube Channel

The Latest Highlights

IG Private Wealth Management Round Table Symposium – Main Platform Speaker

An Interview with Al Gibbons: Philosophy & Process

Recipient of the Accredited Estate Planner® (Distinguished) Designation

Collaborative Teams for High Net Worth Clients

The 80/20 Estate Plan™ Presentation to the Million Dollar Round Table

14
Aug
Finseca: “The Hidden Traps of Moving Life Insurance”

The Washington Report: – Wealth Transfer Edition “Four questions that every ownership change should trigger.  Life insurance policies change hands for a seemingly endless number of reasons. They move between trusts through gifts, sales, decanting,…

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Contact:

Phone: 610.917.8940

Fax: 610.917.8962

Email: algibbons@algibbons.com

Quick Links:

  • The 80/20 Estate Plan™
  • Our Relationships
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More on Al Gibbons:

  • Al’s Resume
  • CRS – The Leaders Group
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