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BetterWealth with Caleb Guilliams

BetterWealth with Caleb Guilliams

This Policy Design Lost $200K in Year One (How We Fixed It)

BetterWealth with Caleb Guilliams · Sep 20, 2025 · 20:00

0:0020:00

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Lead Policy Design specialist at BetterWealth, Alden Armstrong walks through a real life case study of a client who lost $200k of cash value because the original agent he worked with missed key components in the design. Alden shows 6 different companies with the same designs and compares which new policy would have been the best path forward.

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Learn More About BetterWealth: https://betterwealth.com


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DISCLAIMER: https://bttr.ly/aapolicy

*This video is for entertainment purposes only and is not financial or legal advice.


Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Episodes: BetterWealth with Caleb Guilliams

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