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@treewolf Hi, thank you for answering. Investment as a personal vehicle for insurance of parents is a GREAT idea! If 1.2M worth of stocks at 7% dividends that is around 100k being added to your portfolio. Siguro pag liquidate ko na position ko i just have to worry about capital gains tax...

*If you are an insurance agent, please refrain from replying. I would really prefer to get insights from people in this thread on their strategies.* Hi Ph Invest, I'm a long-time lurker that's gotten my finances in check and now planning the next 20 years for my wealth and my mother's health...