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Peter J. Merrick is a CFP and TEP (Trust and Estate Practitioner) who specialises in US cross-border life insurance, annuities, corporate benefits, business succession and estate planning for high-net-worth clients and their advisors. He has authored three LexisNexis business and estate planning textbooks and the business novel The King of Main Street. He has appeared on the podcast to discuss mentorship, succession and finding purpose with money.