Do you send clients home with armfuls of carrier-branded tools that are confusing and actually prevent sales?

This customizable workbook is a high-quality presentation tool for advisors to use in their appointments and is the ONLY TOOL of its kind in the industry.

Often times we are in competitive selling environments – working against big box investment firms with millions of dollars of advertising and branding behind them. This tool puts our advisors on par with their competition.

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