In today's episode, Anthony and Cameron walk our listeners through a case study that features a couple in their early 60's that received a $250,000 windfall and were wondering what to do with it. Cameron and Anthony break down this case study into four parts:   (1) Back Story  (2) Policy Design  (3) Case-Specific Considerations  (4) How they plan on using the cash value moving forward  Enjoy this week's episode!!! Resources:   Schedule your 15-minute call with Anthony or Cameron here: http://bit.ly/iwc15podcast   Be sure to check our on-line course at https://infinitewealthcourse.com/home  Link to Blog Post w Case Notes/Excel/PDF's 

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