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Thank You for the Business!
Thank You for the Business!
September 10, 2014
We appreciate your generosity in helping us to expand our advisors' business. Click here to download an overview of the PAR process and learn how you can begin taking assets from your competition.

Does your BD/RIA supply the tools you need to grow your business?
Does your BD/RIA supply the tools you need to grow your business?
June 26, 2014
If you want MORE from your BD/RIA, click to download our affiliation benefits brochure.

Are you Considering a Change in B/D\
Are you Considering a Change in B/D's?
March 31, 2014
We’ve created a straightforward guide to help simplify a process that can at first seem overwhelming.

11 Added Values for Reps and Advisors
11 Added Values for Reps and Advisors
February 11, 2014
What’s your BD/RIA done for you lately? Our team of graphic and web designers, videographers and marketing experts will help you to build YOUR brand.

22 Prospecting ideas on one page!
22 Prospecting ideas on one page!
December 10, 2013
One idea can lead to millions of assets

Social Security ages 62, 66 and 70 are all wrong
Social Security ages 62, 66 and 70 are all wrong
October 8, 2013
The three most common ages to trigger Social Security benefits - ages 62, Full Retirement Age and age 70, will NOT result in your prospect’s highest lifetime benefit.

Succeed Through Simplicity With This Complimentary PDF!
Succeed Through Simplicity With This Complimentary PDF!
August 6, 2013
This simple story provides a powerful illustration that will help you close more annuity sales!

What is an \"Average Year?\" Appointment Poster
What is an "Average Year?" Appointment Poster
June 25, 2013
Use our "What is an Average Year" appointment poster to educate prospects and put things into perspective.

Complimentary Download: Understand Risk and Reap Rewards
Complimentary Download: Understand Risk and Reap Rewards
May 20, 2013
This "Extreme Reactions to Risk" appointment poster will help you demonstrate to prospects how their reactions to risk could cause their portfolio to crash!

4-Square + 15 Minutes = Closed Sale
4-Square + 15 Minutes = Closed Sale
January 4, 2013
Our 4-Square sales idea is proven to get your next appointment started on the right foot.

How to Know When to Change Broker/Dealers
How to Know When to Change Broker/Dealers
March 3, 2010
Changing Broker/Dealers is One of the Most Gut-wrenching Decisions Reps Make in Their Careers. Let us help.

The 6 Bricks You Need to Build a $1M Practice
The 6 Bricks You Need to Build a $1M Practice
March 2, 2010
Receive our complimentary 6 Bricks Report and you will discover how to avoid the #1 reason most registered reps and advisors fail

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